Filed October 12, 2016
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 99 · EIN 23-2748550 | Other Fees | $45,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $37,949 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $33,299 |
ROBERT ROSSI & CO1+ years Service code 10 299 MAIN STREET 2ND FLOOR · OLYPHANT, PA 18447 | Accounting | $6,750 |
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 | $50,279 | $48,277+4.1% | $63,517-20.8% | $55,191-8.9% |
| Participation rate | 84.3% | 69.4%+14.9pp | 71.0%+13.3pp | 69.2%+15.2pp |
| Annual return | 2.25% | 2.37%-0.1pp | -70.30%+72.6pp | 10.78%-8.5pp |
| Employer contribution / active EE | $1,745 | $1,592+9.6% | $2,322-24.9% | $1,899-8.1% |
| Participant deferral / active EE | $4,361 | $2,432+79.3% | $2,953+47.7% | $3,046+43.2% |
| Admin fee / account holder | $45 | $86-47.3% | $5,892-99.2% | $91-50.1% |