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 6-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 37 · EIN 04-2647786 | Loan Processing | $61,072 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $14,303 |
IRA GROUP1 year Filed as: IRA GROUP, INC. Service code 17 · EIN 58-1989031 | Pension Consulting | $10,224 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,390 | $88,874-48.9% | $123,544-63.3% | $75,289-39.7% |
| Participation rate | 87.4% | 75.9%+11.6pp | 82.3%+5.2pp | 72.4%+15.0pp |
| Annual return | -4.91% | 4.22%-9.1pp | 119.20%-124.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $2,082 | $3,256-36.1% | $4,628-55.0% | $2,405-13.4% |
| Participant deferral / active EE | $3,602 | $6,174-41.7% | $6,426-43.9% | $3,739-3.7% |
| Admin fee / account holder | $21 | $95-77.5% | $9,284-99.8% | $102-79.2% |