Filed November 27, 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 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $193,958 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,958 | $37,213+85.3% | $156,549-56.0% | $63,975+7.8% |
| Participation rate | 56.9% | 65.0%-8.0pp | 84.0%-27.1pp | 71.1%-14.2pp |
| Annual return | 8.86% | 47.89%-39.0pp | 32.23%-23.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $1,070 | $1,357-21.1% | $5,501-80.5% | $2,182-50.9% |
| Participant deferral / active EE | $3,621 | $2,070+74.9% | $4,871-25.7% | $3,356+7.9% |
| Admin fee / account holder | $89 | $56+58.6% | $13,027-99.3% | $70+26.8% |