Filed July 27, 2020 (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 13 · EIN 42-0127290 | Contract Administrator | $66,301 |
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 | $172,968 | $129,021+34.1% | $184,203-6.1% | $77,643+122.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 15.98% | 33.27%-17.3pp | 28.81%-12.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $8,356 | $4,413+89.4% | $6,427+30.0% | $2,726+206.6% |
| Participant deferral / active EE | $6,798 | $7,297-6.8% | $9,131-25.5% | $4,647+46.3% |
| Admin fee / account holder | $155 | $254-38.8% | $13,901-98.9% | $430-63.9% |