Filed November 5, 2019
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 60 · EIN 04-2647786 | Sub-TA Fees | -$5,051 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,206 | $63,114-9.4% | $92,893-38.4% | $65,185-12.2% |
| Participation rate | 97.3% | 68.8%+28.5pp | 76.0%+21.3pp | 70.2%+27.1pp |
| Annual return | -1.25% | 28.75%-30.0pp | 109.41%-110.7pp | 29.38%-30.6pp |
| Employer contribution / active EE | $2,017 | $2,571-21.5% | $3,653-44.8% | $2,177-7.3% |
| Participant deferral / active EE | $5,757 | $3,108+85.2% | $4,236+35.9% | $3,514+63.9% |
| Admin fee / account holder | $2 | $624-99.6% | $5,794-100.0% | $847-99.7% |