Filed April 17, 2018 (most recent of 2 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 13 · EIN 42-0127290 | Contract Administrator | $3,235 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $43,670 | $98,982-55.9% | $162,163-73.1% | $65,185-33.0% |
| Participation rate | 95.3% | 85.8%+9.6pp | 87.6%+7.8pp | 70.2%+25.1pp |
| Annual return | 29.92% | 24.84%+5.1pp | 115.59%-85.7pp | 29.38%+0.5pp |
| Employer contribution / active EE | $1,972 | $3,467-43.1% | $5,614-64.9% | $2,177-9.4% |
| Participant deferral / active EE | $6,570 | $5,384+22.0% | $7,298-10.0% | $3,514+87.0% |
| Admin fee / account holder | $18 | $596-97.0% | $10,843-99.8% | $847-97.9% |