Filed May 7, 2019
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 | $538 |
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 | $246,584 | $50,637+387.0% | $86,590+184.8% | $62,292+295.8% |
| Participation rate | 96.6% | 67.9%+28.7pp | 73.5%+23.1pp | 69.5%+27.1pp |
| Annual return | 18.93% | 20.80%-1.9pp | 964.84%-945.9pp | 28.90%-10.0pp |
| Employer contribution / active EE | $19,083 | $2,075+819.5% | $2,839+572.1% | $2,042+834.4% |
| Participant deferral / active EE | $11,532 | $2,611+341.7% | $3,609+219.6% | $3,169+263.9% |
| Admin fee / account holder | $3 | $413-99.3% | $4,906-99.9% | $479-99.4% |