Filed August 6, 2020 (most recent of 4 filings on file)
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 | $83,519 |
MRA ASSOCIATES USA LLC2 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $42,784 |
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 | $17,197 | $62,928-72.7% | $172,739-90.0% | $67,579-74.6% |
| Participation rate | 93.6% | 64.5%+29.1pp | 82.6%+10.9pp | 71.3%+22.3pp |
| Annual return | 20.42% | 30.36%-9.9pp | 802.84%-782.4pp | 378.56%-358.1pp |
| Employer contribution / active EE | $592 | $1,636-63.8% | $5,143-88.5% | $2,148-72.4% |
| Participant deferral / active EE | $2,104 | $2,145-1.9% | $5,198-59.5% | $3,539-40.6% |
| Admin fee / account holder | $135 | $167-19.1% | $13,954-99.0% | $142-5.3% |