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 | $56,440 |
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 | $49,455 | $86,655-42.9% | $119,609-58.7% | $66,914-26.1% |
| Participation rate | 96.0% | 75.6%+20.4pp | 79.3%+16.7pp | 69.8%+26.2pp |
| Annual return | -16.09% | -8.00%-8.1pp | -14.97%-1.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,619 | $2,536+3.3% | $4,232-38.1% | $2,544+2.9% |
| Participant deferral / active EE | $3,767 | $4,358-13.6% | $5,602-32.8% | $4,237-11.1% |
| Admin fee / account holder | $234 | $755-69.0% | $10,323-97.7% | $593-60.5% |