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 | $1,050 |
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 | $104,647 | $109,359-4.3% | $162,163-35.5% | $72,985+43.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.76% | 25.46%+0.3pp | 115.59%-89.8pp | 81.00%-55.2pp |
| Employer contribution / active EE | $2,190 | $3,907-44.0% | $5,614-61.0% | $2,440-10.3% |
| Participant deferral / active EE | $6,170 | $5,481+12.6% | $7,298-15.5% | $3,607+71.0% |
| Admin fee / account holder | $8 | $7,972-99.9% | $10,843-99.9% | $5,124-99.8% |