Filed February 27, 2015
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 1030 OLD VALLEY FORGE ROAD · KING OF PRUSSIA, PA 19406 | Other Fees | $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 | $32,599 | $58,083-43.9% | $80,019-59.3% | $56,287-42.1% |
| Participation rate | 96.6% | 73.6%+23.0pp | 75.8%+20.7pp | 69.9%+26.7pp |
| Annual return | -6.82% | 34.61%-41.4pp | 11.22%-18.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $575 | $1,932-70.2% | $2,468-76.7% | $2,111-72.7% |
| Participant deferral / active EE | $3,887 | $3,135+24.0% | $3,686+5.5% | $3,350+16.0% |
| Admin fee / account holder | $17 | $623-97.2% | $6,521-99.7% | $521-96.7% |