Filed November 18, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,222 |
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 | $99,083 | $58,879+68.3% | $178,490-44.5% | $73,488+34.8% |
| Participation rate | 94.5% | 66.2%+28.3pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | 18.20% | 24.86%-6.7pp | 151.07%-132.9pp | 28.51%-10.3pp |
| Employer contribution / active EE | $4,402 | $2,236+96.9% | $5,011-12.1% | $2,270+93.9% |
| Participant deferral / active EE | $7,803 | $2,567+203.9% | $5,202+50.0% | $3,740+108.7% |
| Admin fee / account holder | $103 | $400-74.1% | $13,984-99.3% | $513-79.8% |