Filed March 29, 2017
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 | $3,094 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $77,638 | $75,183+3.3% | $123,892-37.3% | $55,167+40.7% |
| Participation rate | 83.0% | 72.8%+10.1pp | 81.4%+1.5pp | 69.0%+14.0pp |
| Annual return | 6.17% | 19.01%-12.8pp | 47.52%-41.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3 | $2,823-99.9% | $4,617-99.9% | $1,963-99.8% |
| Participant deferral / active EE | $8,917 | $5,084+75.4% | $5,984+49.0% | $3,054+192.0% |
| Admin fee / account holder | $18 | $663-97.3% | $8,357-99.8% | $504-96.5% |