Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 employees
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 | $9,195 |
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 | $54,917 | $43,110+27.4% | $156,549-64.9% | $65,292-15.9% |
| Participation rate | 97.2% | 69.3%+27.9pp | 84.0%+13.2pp | 72.4%+24.8pp |
| Annual return | 8.54% | 11.24%-2.7pp | 32.23%-23.7pp | 11.84%-3.3pp |
| Employer contribution / active EE | $3,652 | $1,702+114.6% | $5,501-33.6% | $2,302+58.6% |
| Participant deferral / active EE | $4,064 | $2,520+61.3% | $4,871-16.6% | $3,579+13.6% |
| Admin fee / account holder | $1 | $47-98.5% | $13,027-100.0% | $57-98.8% |