Filed November 5, 2018 (most recent of 2 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 15 · EIN 35-0145825 | Recordkeeping | $34,885 |
ANEW ADVISORS LLC3 years Service code 16 · EIN 87-1992226 | Consulting | $19,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,788 | $61,272-56.3% | $149,673-82.1% | $71,457-62.5% |
| Participation rate | 44.9% | 62.5%-17.6pp | 78.8%-33.9pp | 67.9%-23.0pp |
| Annual return | 16.15% | 35.85%-19.7pp | 134.42%-118.3pp | 28.85%-12.7pp |
| Employer contribution / active EE | $136 | $2,378-94.3% | $4,818-97.2% | $2,588-94.7% |
| Participant deferral / active EE | $971 | $2,917-66.7% | $5,680-82.9% | $4,289-77.4% |
| Admin fee / account holder | $4 | $1,261-99.7% | $13,210-100.0% | $1,587-99.7% |