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 | $51,935 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,211 | $81,474-8.9% | $133,956-44.6% | $73,488+1.0% |
| Participation rate | 72.2% | 76.4%-4.2pp | 79.8%-7.6pp | 70.7%+1.5pp |
| Annual return | 17.52% | 19.40%-1.9pp | 45.09%-27.6pp | 28.51%-11.0pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,988 | $3,786-47.5% | $5,048-60.6% | $3,740-46.8% |
| Admin fee / account holder | $275 | $713-61.5% | $8,927-96.9% | $513-46.4% |