Filed June 28, 2016 (most recent of 5 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 21 · EIN 39-0394950 | Bank Trustee | $49,865 |
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 | $21,705 | $56,443-61.5% | $83,848-74.1% | $55,725-61.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -4.75% | 393.67%-398.4pp | 850.88%-855.6pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,620 | $2,682-39.6% | $3,631-55.4% | $2,078-22.1% |
| Participant deferral / active EE | $4,188 | $2,965+41.3% | $4,082+2.6% | $3,356+24.8% |
| Admin fee / account holder | $108 | $156-30.9% | $5,478-98.0% | $115-6.3% |