Filed September 15, 2016
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 | $1,600 |
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 | $82,058 | $70,667+16.1% | $123,104-33.3% | $52,331+56.8% |
| Participation rate | 80.7% | 83.7%-3.0pp | 86.8%-6.1pp | 68.1%+12.6pp |
| Annual return | 0.75% | 6.23%-5.5pp | 13.22%-12.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,238 | $2,946-58.0% | $5,151-76.0% | $1,882-34.2% |
| Participant deferral / active EE | $3,631 | $4,493-19.2% | $6,230-41.7% | $3,022+20.2% |
| Admin fee / account holder | $13 | $506-97.3% | $9,015-99.9% | $592-97.7% |