Filed June 18, 2018 (most recent of 6 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 15 · EIN 16-1503696 | Recordkeeping | $96,735 |
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 | $105,873 | $95,918+10.4% | $151,611-30.2% | $77,904+35.9% |
| Participation rate | 88.5% | 88.7%-0.2pp | 87.5%+1.0pp | 73.7%+14.8pp |
| Annual return | -13.78% | -5.50%-8.3pp | 3.33%-17.1pp | 12.21%-26.0pp |
| Employer contribution / active EE | $2,923 | $4,330-32.5% | $6,166-52.6% | $2,848+2.6% |
| Participant deferral / active EE | $5,207 | $7,508-30.7% | $8,363-37.7% | $4,806+8.3% |
| Admin fee / account holder | $27 | $93-71.1% | $11,616-99.8% | $133-79.6% |