Filed August 29, 2023 (most recent of 2 filings on file)
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 | $750 |
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 | $30,895 | $54,320-43.1% | $67,652-54.3% | $52,331-41.0% |
| Participation rate | 85.0% | 73.6%+11.4pp | 75.7%+9.3pp | 68.1%+16.9pp |
| Annual return | 2.63% | 6.81%-4.2pp | 6625.04%-6622.4pp | 4.54%-1.9pp |
| Employer contribution / active EE | $2,005 | $1,544+29.9% | $2,266-11.5% | $1,882+6.6% |
| Participant deferral / active EE | $7,649 | $2,950+159.3% | $3,560+114.9% | $3,022+153.1% |
| Admin fee / account holder | $22 | $527-95.8% | $4,821-99.5% | $592-96.2% |