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 | $98,365 |
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 | $115,826 | $112,686+2.8% | $169,993-31.9% | $80,160+44.5% |
| Participation rate | 92.2% | 87.4%+4.8pp | 87.0%+5.2pp | 72.9%+19.2pp |
| Annual return | 10.08% | 67.04%-57.0pp | 53.37%-43.3pp | 40.38%-30.3pp |
| Employer contribution / active EE | $3,426 | $4,481-23.5% | $6,785-49.5% | $2,978+15.1% |
| Participant deferral / active EE | $5,913 | $7,876-24.9% | $10,408-43.2% | $5,017+17.9% |
| Admin fee / account holder | $27 | $99-72.3% | $12,815-99.8% | $145-81.1% |