Filed April 19, 2016
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 15 · EIN 30-0219031 | Recordkeeping | $48,561 |
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 | $66,467 | $86,332-23.0% | $125,175-46.9% | $65,185+2.0% |
| Participation rate | 70.8% | 75.3%-4.5pp | 79.8%-9.0pp | 70.2%+0.6pp |
| Annual return | 23.63% | 27.43%-3.8pp | 43.79%-20.2pp | 29.38%-5.8pp |
| Employer contribution / active EE | $2,350 | $2,040+15.2% | $3,865-39.2% | $2,177+7.9% |
| Participant deferral / active EE | $1,843 | $3,537-47.9% | $4,937-62.7% | $3,514-47.5% |
| Admin fee / account holder | $258 | $609-57.6% | $9,702-97.3% | $847-69.5% |