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 | $7,381 |
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 | $85,458 | $91,517-6.6% | $101,248-15.6% | $73,409+16.4% |
| Participation rate | 91.1% | 73.8%+17.3pp | 75.8%+15.3pp | 72.2%+18.9pp |
| Annual return | 13.99% | 17.17%-3.2pp | 46.47%-32.5pp | 59.29%-45.3pp |
| Employer contribution / active EE | $4,918 | $2,877+70.9% | $3,660+34.4% | $2,234+120.2% |
| Participant deferral / active EE | $4,227 | $3,338+26.6% | $4,370-3.3% | $3,805+11.1% |
| Admin fee / account holder | $21 | $216-90.1% | $5,945-99.6% | $158-86.4% |