Filed September 22, 2015
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 52 · EIN 04-1590850 | Indirect Investment Fees | $52,286 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,285 | $80,177-46.0% | $123,892-65.1% | $57,658-24.9% |
| Participation rate | 94.6% | 74.4%+20.1pp | 81.4%+13.2pp | 70.2%+24.3pp |
| Annual return | 11.68% | 17.90%-6.2pp | 47.52%-35.8pp | 5.13%+6.5pp |
| Employer contribution / active EE | $2,785 | $2,913-4.4% | $4,617-39.7% | $1,974+41.1% |
| Participant deferral / active EE | $6,922 | $5,130+34.9% | $5,984+15.7% | $3,061+126.2% |
| Admin fee / account holder | $92 | $106-13.9% | $8,357-98.9% | $95-3.1% |