Filed March 22, 2019
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 |
|---|---|---|
PLANTE & MORAN, PLLC2 years Filed as: PLANTE AND MORAN Service code 27 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Advisory (Plan) | $26,899 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,710 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,762 |
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 | $48,618 | $38,365+26.7% | $84,611-42.5% | $65,185-25.4% |
| Participation rate | 95.1% | 55.7%+39.4pp | 68.2%+26.8pp | 70.2%+24.9pp |
| Annual return | 20.46% | 32.00%-11.5pp | 258.74%-238.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,635 | $1,258+29.9% | $2,652-38.3% | $2,177-24.9% |
| Participant deferral / active EE | $5,469 | $2,278+140.0% | $3,899+40.3% | $3,514+55.6% |
| Admin fee / account holder | $221 | $451-51.0% | $4,912-95.5% | $847-73.9% |