Filed December 31, 2018 (most recent of 3 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $39,950 | $47,977-16.7% | $154,107-74.1% | $56,287-29.0% |
| Participation rate | 96.7% | 66.2%+30.6pp | 83.0%+13.7pp | 69.9%+26.9pp |
| Annual return | 8.95% | 3.54%+5.4pp | 735.12%-726.2pp | -9.96%+18.9pp |
| Employer contribution / active EE | $5,229 | $2,169+141.1% | $5,298-1.3% | $2,111+147.7% |
| Participant deferral / active EE | $3,194 | $2,392+33.5% | $5,081-37.1% | $3,350-4.6% |
| Admin fee / account holder | $14 | $438-96.8% | $13,411-99.9% | $521-97.3% |