Filed June 10, 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 | $2,794 |
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 | $70,350 | $79,523-11.5% | $140,016-49.8% | $56,287+25.0% |
| Participation rate | 72.3% | 85.7%-13.4pp | 87.5%-15.2pp | 69.9%+2.5pp |
| Annual return | -4.52% | 2.39%-6.9pp | 651.12%-655.6pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,279 | $3,350-2.1% | $5,606-41.5% | $2,111+55.3% |
| Participant deferral / active EE | $4,082 | $5,129-20.4% | $6,927-41.1% | $3,350+21.9% |
| Admin fee / account holder | $38 | $614-93.8% | $10,705-99.6% | $521-92.7% |