Filed July 2, 2021
Total covered: 59 employees
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 8-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 | $293,286 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,988 | $82,204-6.3% | $182,532-57.8% | $82,204-6.3% |
| Participation rate | 78.4% | 73.4%+5.0pp | 78.0%+0.4pp | 73.4%+5.0pp |
| Annual return | 23.67% | 26.31%-2.6pp | 148.54%-124.9pp | 26.31%-2.6pp |
| Employer contribution / active EE | $3,120 | $2,707+15.2% | $4,076-23.5% | $2,707+15.2% |
| Participant deferral / active EE | $5,028 | $4,246+18.4% | $5,524-9.0% | $4,246+18.4% |
| Admin fee / account holder | $58 | $76-22.9% | $8,592-99.3% | $76-22.9% |