Filed April 24, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,136 |
Service code 27 · EIN 46-3329350 | Advisory (Plan) | $20,732 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,490 | $54,121-47.4% | $134,143-78.8% | $73,409-61.2% |
| Participation rate | 97.7% | 64.4%+33.3pp | 72.2%+25.5pp | 72.2%+25.5pp |
| Annual return | 13.04% | -312.52%+325.6pp | 36.33%-23.3pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,396 | $1,402-0.4% | $3,704-62.3% | $2,234-37.5% |
| Participant deferral / active EE | $3,767 | $2,844+32.5% | $3,499+7.7% | $3,805-1.0% |
| Admin fee / account holder | $111 | $132-16.1% | $6,684-98.3% | $158-29.7% |