Filed December 17, 2018 (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 06-1050034 | Contract Administrator | $5,100 |
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 | $158,295 | $74,024+113.8% | $77,999+102.9% | $57,658+174.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 6.91% | 12.14%-5.2pp | 425.96%-419.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $7,824 | $2,365+230.8% | $2,470+216.8% | $1,974+296.4% |
| Participant deferral / active EE | $9,002 | $3,533+154.8% | $3,497+157.4% | $3,061+194.1% |
| Admin fee / account holder | $14 | $93-84.5% | $5,480-99.7% | $95-84.7% |