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, PLLC3 years Filed as: PLANTE AND MORAN Service code 27 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Advisory (Plan) | $20,544 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,041 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,413 |
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 | $59,999 | $43,133+39.1% | $89,391-32.9% | $73,488-18.4% |
| Participation rate | 96.3% | 55.0%+41.4pp | 68.0%+28.4pp | 70.7%+25.7pp |
| Annual return | 22.45% | 135.66%-113.2pp | 245.62%-223.2pp | 28.51%-6.1pp |
| Employer contribution / active EE | $1,970 | $1,438+37.0% | $2,586-23.8% | $2,270-13.2% |
| Participant deferral / active EE | $6,137 | $2,445+151.0% | $3,890+57.8% | $3,740+64.1% |
| Admin fee / account holder | $196 | $444-55.8% | $4,881-96.0% | $513-61.8% |