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 |
|---|---|---|
ADVANCED PLAN DESIGNS, LLC1 year Service code 15 · EIN 45-1665651 3859 S. COX AVE · SPRINGFIELD, MO 65807 | Recordkeeping | $13,088 |
Annual investment return 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 | $57,482 | $75,284-23.6% | $91,001-36.8% | $69,631-17.4% |
| Participation rate | 99.0% | 80.4%+18.6pp | 75.6%+23.4pp | 70.7%+28.3pp |
| Annual return | 12.04% | 48.40%-36.4pp | 4.60%+7.4pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $2,395 | $2,473-3.1% | $2,456-2.5% | $2,032+17.9% |
| Participant deferral / active EE | $3,492 | $3,700-5.6% | $3,547-1.6% | $3,224+8.3% |
| Admin fee / account holder | $29 | $111-74.0% | $5,417-99.5% | $110-74.0% |