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 | $2,075 |
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 | $93,813 | $89,739+4.5% | $149,718-37.3% | $62,292+50.6% |
| Participation rate | 83.9% | 85.1%-1.2pp | 87.1%-3.1pp | 69.5%+14.4pp |
| Annual return | 19.13% | 21.01%-1.9pp | 1501.63%-1482.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,535 | $3,233-52.5% | $5,445-71.8% | $2,042-24.8% |
| Participant deferral / active EE | $4,020 | $4,797-16.2% | $6,569-38.8% | $3,169+26.8% |
| Admin fee / account holder | $17 | $551-96.9% | $11,283-99.8% | $479-96.4% |