Filed April 4, 2018
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 |
|---|---|---|
APTUS FINANCIAL LLC2 years Filed as: APTUS FINANCIAL Service code 27 · EIN 45-5430473 | Advisory (Plan) | $12,667 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $650 |
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 | $61,474 | $84,487-27.2% | $125,339-51.0% | $66,914-8.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 1.50% | -8.39%+9.9pp | 572.05%-570.5pp | 1.58%-0.1pp |
| Employer contribution / active EE | $5,405 | $3,553+52.1% | $4,814+12.3% | $2,544+112.4% |
| Participant deferral / active EE | $7,944 | $6,781+17.2% | $7,446+6.7% | $4,237+87.5% |
| Admin fee / account holder | $53 | $685-92.2% | $10,010-99.5% | $593-91.0% |