Filed March 1, 2022 (most recent of 4 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | -$56,421 |
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 | $127,016 | $96,400+31.8% | $149,718-15.2% | $177,276-28.4% |
| Participation rate | 96.0% | 88.9%+7.1pp | 87.1%+9.0pp | 74.8%+21.2pp |
| Annual return | 19.07% | 19.02%0pp | 1501.63%-1482.6pp | 21.25%-2.2pp |
| Employer contribution / active EE | $2,405 | $3,680-34.6% | $5,445-55.8% | $2,479-3.0% |
| Participant deferral / active EE | $5,363 | $5,510-2.7% | $6,569-18.4% | $3,881+38.2% |
| Admin fee / account holder | -$12 | $69-117.6% | $11,283-100.1% | $154-107.9% |