Filed March 17, 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 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,757 | $55,453-62.6% | $170,442-87.8% | $62,292-66.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.22% | 21.38%-14.2pp | 205.93%-198.7pp | 28.90%-21.7pp |
| Employer contribution / active EE | $2,134 | $2,164-1.4% | $5,433-60.7% | $2,042+4.5% |
| Participant deferral / active EE | $1,429 | $2,303-38.0% | $4,939-71.1% | $3,169-54.9% |
| Admin fee / account holder | $22 | $455-95.1% | $13,880-99.8% | $479-95.4% |