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 | $1,225 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,565 | $110,094-1.4% | $151,611-28.4% | $68,494+58.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.82% | -10.12%-10.7pp | 3.33%-24.1pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,167 | $4,471-51.5% | $6,166-64.9% | $2,596-16.5% |
| Participant deferral / active EE | $6,803 | $6,527+4.2% | $8,363-18.7% | $4,027+68.9% |
| Admin fee / account holder | $9 | $7,719-99.9% | $11,616-99.9% | $5,403-99.8% |