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 |
|---|---|---|
IRA GROUP6 years Service code 17 · EIN 58-1989031 | Pension Consulting | $38,969 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 38-1357951 | Accounting | $24,603 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $14,830 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,519 |
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 | $86,190 | $164,864-47.7% | $453,369-81.0% | $93,030-7.4% |
| Participation rate | 99.6% | 84.2%+15.4pp | 78.0%+21.6pp | 73.9%+25.7pp |
| Annual return | 16.96% | 17.89%-0.9pp | 64.40%-47.4pp | 158.70%-141.7pp |
| Employer contribution / active EE | $2,764 | $3,519-21.4% | $4,070-32.1% | $2,706+2.2% |
| Participant deferral / active EE | $4,713 | $5,690-17.2% | $6,209-24.1% | $4,562+3.3% |
| Admin fee / account holder | $25 | $104-76.0% | $11,209-99.8% | $152-83.5% |