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, LLC2 years Service code 15 · EIN 45-1665651 3859 S. COX AVE · SPRINGFIELD, MO 65807 | Recordkeeping | $17,059 |
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 | $51,036 | $65,223-21.8% | $80,019-36.2% | $55,725-8.4% |
| Participation rate | 99.1% | 80.6%+18.5pp | 75.8%+23.2pp | 70.9%+28.2pp |
| Annual return | -2.28% | 7.59%-9.9pp | 11.22%-13.5pp | 244.93%-247.2pp |
| Employer contribution / active EE | $2,216 | $2,544-12.9% | $2,468-10.2% | $2,078+6.6% |
| Participant deferral / active EE | $3,652 | $3,881-5.9% | $3,686-0.9% | $3,356+8.8% |
| Admin fee / account holder | $193 | $114+68.9% | $6,521-97.0% | $115+67.5% |