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 |
|---|---|---|
AFFINITY GROUP INC.2+ years Filed as: AFFINITY GROUP, INC. Service code 27 · EIN 27-2692871 | Advisory (Plan) | $20,070 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,925 |
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 | $154,595 | $60,165+156.9% | $74,183+108.4% | $55,167+180.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.91% | 10.00%-3.1pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $7,568 | $1,600+373.1% | $2,370+219.3% | $1,963+285.6% |
| Participant deferral / active EE | $2,997 | $2,973+0.8% | $3,550-15.6% | $3,054-1.9% |
| Admin fee / account holder | $62 | $419-85.2% | $5,586-98.9% | $504-87.7% |