Filed July 19, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,280 | $56,443+33.4% | $83,848-10.2% | $55,725+35.1% |
| Participation rate | 79.9% | 72.0%+7.9pp | 76.1%+3.8pp | 70.9%+9.1pp |
| Annual return | -3.93% | 393.67%-397.6pp | 850.88%-854.8pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,751 | $2,682+39.9% | $3,631+3.3% | $2,078+80.5% |
| Participant deferral / active EE | $3,935 | $2,965+32.7% | $4,082-3.6% | $3,356+17.3% |
| Admin fee / account holder | $17 | $156-88.9% | $5,478-99.7% | $115-85.0% |