Filed February 20, 2018 (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 52 · EIN 04-1590850 | Indirect Investment Fees | $492,668 |
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 | $30,660 | $49,270-37.8% | $156,549-80.4% | $329,111-90.7% |
| Participation rate | 94.9% | 68.1%+26.8pp | 84.0%+10.9pp | 67.9%+27.0pp |
| Annual return | 15.38% | 23.25%-7.9pp | 32.23%-16.9pp | 16.35%-1.0pp |
| Employer contribution / active EE | $3,563 | $1,534+132.2% | $5,501-35.2% | $2,303+54.7% |
| Participant deferral / active EE | $3,918 | $2,920+34.2% | $4,871-19.6% | $3,682+6.4% |
| Admin fee / account holder | $40 | $51-21.6% | $13,027-99.7% | $754-94.7% |