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 | $6,746 |
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 | $238,319 | $44,873+431.1% | $79,464+199.9% | $56,287+323.4% |
| Participation rate | 95.8% | 68.7%+27.1pp | 73.3%+22.5pp | 69.9%+26.0pp |
| Annual return | -2.56% | 0.81%-3.4pp | 718.14%-720.7pp | -9.96%+7.4pp |
| Employer contribution / active EE | $20,879 | $2,140+875.7% | $2,800+645.6% | $2,111+889.0% |
| Participant deferral / active EE | $12,158 | $2,746+342.8% | $3,704+228.3% | $3,350+263.0% |
| Admin fee / account holder | $32 | $418-92.4% | $5,113-99.4% | $521-93.9% |