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 | $84,416 |
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 | $171,577 | $65,223+163.1% | $80,019+114.4% | $55,725+207.9% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -3.13% | 7.59%-10.7pp | 11.22%-14.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $8,110 | $2,544+218.8% | $2,468+228.6% | $2,078+290.2% |
| Participant deferral / active EE | $10,222 | $3,881+163.4% | $3,686+177.4% | $3,356+204.6% |
| Admin fee / account holder | $174 | $114+51.9% | $6,521-97.3% | $115+50.6% |