Filed March 7, 2022 (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 15 · EIN 39-0230590 | Recordkeeping | $5,739 |
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 | $93,361 | $136,307-31.5% | $177,821-47.5% | $73,488+27.0% |
| Participation rate | 92.7% | 86.1%+6.6pp | 87.7%+4.9pp | 70.7%+22.0pp |
| Annual return | 19.56% | 18.68%+0.9pp | 48.32%-28.8pp | 28.51%-9.0pp |
| Employer contribution / active EE | $2,280 | $3,712-38.6% | $5,918-61.5% | $2,270+0.4% |
| Participant deferral / active EE | $4,865 | $5,829-16.5% | $7,714-36.9% | $3,740+30.1% |
| Admin fee / account holder | $44 | $596-92.6% | $12,427-99.6% | $513-91.5% |