Filed January 29, 2018 (most recent of 3 filings on file)
Total covered: 36 employees
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 52 · EIN 04-1590850 | Indirect Investment Fees | $720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,475 | $47,078+3.0% | $100,671-51.8% | $55,191-12.2% |
| Participation rate | 27.2% | 58.0%-30.8pp | 70.7%-43.5pp | 69.2%-42.0pp |
| Annual return | 0.89% | 0.65%+0.2pp | 20.43%-19.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $508 | $1,065-52.3% | $4,012-87.3% | $1,899-73.2% |
| Participant deferral / active EE | $695 | $2,038-65.9% | $3,144-77.9% | $3,046-77.2% |
| Admin fee / account holder | $5 | $153-96.4% | $4,850-99.9% | $91-93.9% |