Filed January 6, 2018
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,621 | $33,914+13.9% | $63,412-39.1% | $52,331-26.2% |
| Participation rate | 47.2% | 59.6%-12.4pp | 67.1%-19.9pp | 68.1%-20.9pp |
| Annual return | -1.16% | 3.22%-4.4pp | 4.04%-5.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $616 | $1,121-45.1% | $1,814-66.1% | $1,882-67.3% |
| Participant deferral / active EE | $1,325 | $1,733-23.6% | $2,496-46.9% | $3,022-56.2% |
| Admin fee / account holder | $42 | $353-88.1% | $3,753-98.9% | $592-92.9% |