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 | $57,392 |
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 | $57,692 | $82,978-30.5% | $129,995-55.6% | $71,457-19.3% |
| Participation rate | 97.6% | 74.1%+23.5pp | 78.5%+19.1pp | 67.9%+29.7pp |
| Annual return | 19.87% | 20.60%-0.7pp | -137.18%+157.0pp | 28.85%-9.0pp |
| Employer contribution / active EE | $2,833 | $2,622+8.1% | $4,320-34.4% | $2,588+9.5% |
| Participant deferral / active EE | $4,708 | $4,432+6.2% | $5,820-19.1% | $4,289+9.8% |
| Admin fee / account holder | $221 | $1,729-87.2% | $10,614-97.9% | $1,587-86.1% |