Filed April 18, 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, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $9,320 |
IRA GROUP1 year Filed as: IRA GROUP, INC. Service code 17 · EIN 58-1989031 | Pension Consulting | $9,057 |
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 | $160,436 | $64,954+147.0% | $115,752+38.6% | $62,292+157.6% |
| Participation rate | 95.1% | 73.0%+22.1pp | 77.8%+17.4pp | 69.5%+25.6pp |
| Annual return | 20.65% | 24.87%-4.2pp | 19.41%+1.2pp | 28.90%-8.2pp |
| Employer contribution / active EE | $6,542 | $2,344+179.1% | $3,492+87.3% | $2,042+220.3% |
| Participant deferral / active EE | $9,997 | $3,665+172.7% | $5,204+92.1% | $3,169+215.5% |
| Admin fee / account holder | $23 | $414-94.5% | $6,278-99.6% | $479-95.3% |