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 13 · EIN 06-1050034 | Contract Administrator | $22,306 |
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 | $81,468 | $77,660+4.9% | $109,143-25.4% | $79,386+2.6% |
| Participation rate | 98.7% | 67.8%+30.9pp | 75.9%+22.8pp | 70.7%+28.0pp |
| Annual return | 14.47% | 23.44%-9.0pp | 25.75%-11.3pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,226 | $2,797-56.2% | $3,722-67.1% | $2,427-49.5% |
| Participant deferral / active EE | $5,882 | $3,518+67.2% | $4,653+26.4% | $4,046+45.4% |
| Admin fee / account holder | $132 | $732-81.9% | $6,752-98.0% | $626-78.9% |