Filed June 25, 2019
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 |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $68,279 | $58,828+16.1% | $77,999-12.5% | $62,891+8.6% |
| Participation rate | 84.7% | 71.1%+13.6pp | 75.5%+9.2pp | 69.3%+15.4pp |
| Annual return | 5.30% | 17.16%-11.9pp | 425.96%-420.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $381 | $1,672-77.2% | $2,470-84.6% | $2,281-83.3% |
| Participant deferral / active EE | $3,560 | $2,686+32.6% | $3,497+1.8% | $3,203+11.1% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |