Filed May 30, 2023 (most recent of 6 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 8-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 | $1,325 |
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 | $81,443 | $73,638+10.6% | $95,952-15.1% | $73,488+10.8% |
| Participation rate | 83.7% | 76.2%+7.5pp | 77.1%+6.6pp | 70.7%+13.0pp |
| Annual return | 13.37% | 16.78%-3.4pp | 91.61%-78.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,854 | $1,863-0.5% | $2,541-27.0% | $2,270-18.3% |
| Participant deferral / active EE | $4,890 | $3,617+35.2% | $4,167+17.4% | $3,740+30.8% |
| Admin fee / account holder | $41 | $482-91.5% | $6,795-99.4% | $513-92.0% |