Filed March 11, 2020
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 | $6,734 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,294 | $51,466+19.1% | $78,778-22.2% | $62,292-1.6% |
| Participation rate | 94.3% | 59.8%+34.5pp | 69.2%+25.1pp | 69.5%+24.8pp |
| Annual return | 16.97% | 19.96%-3.0pp | 35.62%-18.7pp | 28.90%-11.9pp |
| Employer contribution / active EE | $838 | $827+1.3% | $1,986-57.8% | $2,042-59.0% |
| Participant deferral / active EE | $4,581 | $2,147+113.3% | $2,958+54.8% | $3,169+44.6% |
| Admin fee / account holder | $60 | $489-87.7% | $5,134-98.8% | $479-87.5% |