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 | $11,066 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $353,644 | $66,124+434.8% | $90,404+291.2% | $73,488+381.2% |
| Participation rate | 97.5% | 69.7%+27.8pp | 72.7%+24.8pp | 70.7%+26.8pp |
| Annual return | 16.70% | 17.65%-1.0pp | 1293.02%-1276.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $23,613 | $2,346+906.4% | $3,262+623.9% | $2,270+940.2% |
| Participant deferral / active EE | $13,032 | $3,039+328.8% | $3,963+228.8% | $3,740+248.5% |
| Admin fee / account holder | $48 | $396-87.9% | $5,611-99.1% | $513-90.6% |