Filed June 9, 2016
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 26 · EIN 71-0294708 | Advisory (Participants) | $44,181 |
Service code 99 · EIN 59-3331424 | Other Fees | $39,212 |
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 | $41,225 | $42,548-3.1% | $74,550-44.7% | $56,287-26.8% |
| Participation rate | 94.8% | 60.5%+34.3pp | 69.1%+25.6pp | 69.9%+24.9pp |
| Annual return | -5.11% | 12.40%-17.5pp | 32.53%-37.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $653 | $855-23.7% | $1,961-66.7% | $2,111-69.1% |
| Participant deferral / active EE | $5,019 | $2,277+120.4% | $3,108+61.5% | $3,350+49.8% |
| Admin fee / account holder | $195 | $467-58.2% | $5,060-96.1% | $521-62.5% |