Filed January 4, 2018 (most recent of 2 filings on file)
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 27 · EIN 26-0058143 | Advisory (Plan) | $34,904 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$37,886 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,007 | $52,670+143.0% | $90,404+41.6% | $73,409+74.4% |
| Participation rate | 99.6% | 67.7%+31.9pp | 72.7%+26.9pp | 72.2%+27.4pp |
| Annual return | 16.97% | 20.70%-3.7pp | 1293.02%-1276.0pp | 59.29%-42.3pp |
| Employer contribution / active EE | $8,540 | $1,872+356.3% | $3,262+161.8% | $2,234+282.3% |
| Participant deferral / active EE | $10,614 | $2,807+278.1% | $3,963+167.8% | $3,805+178.9% |
| Admin fee / account holder | -$4 | $117-103.6% | $5,611-100.1% | $158-102.7% |