Filed July 10, 2017 (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 13 · EIN 42-0127290 | Contract Administrator | $8,767 |
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 | $114,326 | $92,055+24.2% | $106,213+7.6% | $77,643+47.2% |
| Participation rate | 98.6% | 81.0%+17.5pp | 75.3%+23.3pp | 70.6%+28.0pp |
| Annual return | 13.44% | 17.91%-4.5pp | 116.14%-102.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,208 | $3,367-34.4% | $3,171-30.4% | $2,726-19.0% |
| Participant deferral / active EE | $7,283 | $5,386+35.2% | $5,016+45.2% | $4,647+56.7% |
| Admin fee / account holder | $8 | $219-96.4% | $11,033-99.9% | $430-98.2% |