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 | $10,403 |
ARISTA WEALTH MANAGEMENT1 year Filed as: ARISTA WEALTH MANGEMENT Service code 27 · EIN 20-5148461 | Advisory (Plan) | $6,959 |
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 | $59,981 | $98,982-39.4% | $162,163-63.0% | $65,185-8.0% |
| Participation rate | 93.8% | 85.8%+8.0pp | 87.6%+6.3pp | 70.2%+23.6pp |
| Annual return | 19.78% | 24.84%-5.1pp | 115.59%-95.8pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,489 | $3,467-28.2% | $5,614-55.7% | $2,177+14.3% |
| Participant deferral / active EE | $3,730 | $5,384-30.7% | $7,298-48.9% | $3,514+6.2% |
| Admin fee / account holder | $102 | $596-82.9% | $10,843-99.1% | $847-87.9% |