Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 employees
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 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$332,342 |
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 | $132,730 | $110,699+19.9% | $177,821-25.4% | $90,288+47.0% |
| Participation rate | 98.5% | 88.3%+10.1pp | 87.7%+10.7pp | 73.4%+25.1pp |
| Annual return | 20.81% | 22.79%-2.0pp | 48.32%-27.5pp | 53.97%-33.2pp |
| Employer contribution / active EE | $2,346 | $4,118-43.0% | $5,918-60.4% | $2,524-7.0% |
| Participant deferral / active EE | $7,364 | $6,731+9.4% | $7,714-4.5% | $4,232+74.0% |
| Admin fee / account holder | $10 | $90-88.9% | $12,427-99.9% | $114-91.2% |