Filed October 27, 2017
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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.
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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 |
|---|---|---|
QRGA, LLP5 years Service code 10 · EIN 04-3564919 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,074 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,563 | $98,750+19.1% | $149,696-21.5% | $79,858+47.2% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 12.91% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,217 | $3,216-31.1% | $4,644-52.3% | $2,471-10.3% |
| Participant deferral / active EE | $7,178 | $5,680+26.4% | $6,842+4.9% | $3,740+91.9% |
| Admin fee / account holder | $348 | $6,053-94.2% | $9,309-96.3% | $5,306-93.4% |