Filed June 15, 2022
Total covered: 2 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,243 |
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 | $26,249 | $56,485-53.5% | $185,823-85.9% | $86,799-69.8% |
| Participation rate | 93.3% | 65.5%+27.8pp | 81.7%+11.6pp | 72.3%+21.0pp |
| Annual return | 22.11% | 118.04%-95.9pp | 122.05%-99.9pp | 97.91%-75.8pp |
| Employer contribution / active EE | $3,441 | $1,843+86.7% | $5,167-33.4% | $2,405+43.1% |
| Participant deferral / active EE | $6,617 | $2,553+159.2% | $5,568+18.8% | $4,131+60.2% |
| Admin fee / account holder | $16 | $150-89.4% | $16,237-99.9% | $170-90.7% |