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 25 · EIN 04-2647786 | Directed Trustee | $233,156 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,047 | $95,918+18.9% | $151,611-24.8% | $77,904+46.4% |
| Participation rate | 98.6% | 88.7%+9.8pp | 87.5%+11.1pp | 73.7%+24.9pp |
| Annual return | -18.23% | -5.50%-12.7pp | 3.33%-21.6pp | 12.21%-30.4pp |
| Employer contribution / active EE | $6,135 | $4,330+41.7% | $6,166-0.5% | $2,848+115.5% |
| Participant deferral / active EE | $7,609 | $7,508+1.3% | $8,363-9.0% | $4,806+58.3% |
| Admin fee / account holder | $43 | $93-53.9% | $11,616-99.6% | $133-67.6% |