Filed August 20, 2015 (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 | $43,658 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,510 | $70,106+64.8% | $80,975+42.7% | $63,975+80.6% |
| Participation rate | 90.8% | 79.4%+11.5pp | 75.8%+15.0pp | 71.1%+19.7pp |
| Annual return | 8.74% | 13.93%-5.2pp | 17.10%-8.4pp | 48.65%-39.9pp |
| Employer contribution / active EE | $2,928 | $2,042+43.4% | $3,714-21.2% | $2,182+34.2% |
| Participant deferral / active EE | $8,455 | $5,245+61.2% | $5,696+48.4% | $3,356+151.9% |
| Admin fee / account holder | $18 | $57-69.0% | $5,516-99.7% | $70-74.9% |