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 | $44,810 |
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 | $127,332 | $71,106+79.1% | $83,333+52.8% | $75,289+69.1% |
| Participation rate | 94.5% | 82.0%+12.5pp | 77.8%+16.7pp | 72.4%+22.1pp |
| Annual return | -1.57% | -0.56%-1.0pp | 10.63%-12.2pp | -0.04%-1.5pp |
| Employer contribution / active EE | $3,187 | $2,436+30.8% | $3,379-5.7% | $2,405+32.5% |
| Participant deferral / active EE | $9,517 | $6,249+52.3% | $5,565+71.0% | $3,739+154.6% |
| Admin fee / account holder | $16 | $72-78.3% | $7,510-99.8% | $102-84.7% |