Filed December 13, 2018
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,551 | $81,474+219.8% | $133,956+94.5% | $73,488+254.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 15.69% | 19.40%-3.7pp | 45.09%-29.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $14,870 | $2,209+573.1% | $3,919+279.5% | $2,270+555.1% |
| Participant deferral / active EE | $8,757 | $3,786+131.3% | $5,048+73.5% | $3,740+134.2% |
| Admin fee / account holder | $292 | $713-59.0% | $8,927-96.7% | $513-43.0% |