Filed July 28, 2017
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 | $130 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,883 | $79,694+386.7% | $96,139+303.5% | $79,386+388.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | 15.13% | 40.84%-25.7pp | 191.94%-176.8pp | 116.85%-101.7pp |
| Employer contribution / active EE | $21,482 | $1,443+1388.4% | $2,797+668.1% | $2,427+785.0% |
| Participant deferral / active EE | $17,149 | $2,539+575.5% | $4,349+294.3% | $4,046+323.9% |
| Admin fee / account holder | $1 | $630-99.9% | $5,537-100.0% | $626-99.9% |