Filed December 21, 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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $192,136 |
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 | $70,271 | $56,095+25.3% | $178,490-60.6% | $90,288-22.2% |
| Participation rate | 96.9% | 65.6%+31.3pp | 81.9%+14.9pp | 73.4%+23.5pp |
| Annual return | 19.19% | 28.81%-9.6pp | 151.07%-131.9pp | 53.97%-34.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $6,022 | $2,669+125.7% | $5,202+15.8% | $4,232+42.3% |
| Admin fee / account holder | $75 | $101-25.6% | $13,984-99.5% | $114-34.4% |