Filed May 20, 2016 (most recent of 5 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 12 · EIN 13-3689044 | Claims processing; Participant commun... | $5,926 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $28,106 | $63,964-56.1% | $147,614-81.0% | $67,505-58.4% |
| Participation rate | 93.0% | 68.6%+24.4pp | 84.6%+8.4pp | 71.2%+21.8pp |
| Annual return | 1.00% | 9.05%-8.0pp | 61.98%-61.0pp | 6.52%-5.5pp |
| Employer contribution / active EE | $2,601 | $1,618+60.7% | $5,564-53.3% | $2,173+19.7% |
| Participant deferral / active EE | $3,435 | $2,589+32.7% | $4,895-29.8% | $3,597-4.5% |
| Admin fee / account holder | $1 | $43-97.8% | $11,611-100.0% | $56-98.3% |