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 60 · EIN 04-2647786 | Sub-TA Fees | $16,385 |
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 | $130,359 | $102,389+27.3% | $100,516+29.7% | $90,288+44.4% |
| Participation rate | 91.7% | 84.0%+7.6pp | 79.4%+12.3pp | 73.4%+18.3pp |
| Annual return | 50.45% | 22.50%+27.9pp | 30.89%+19.6pp | 53.97%-3.5pp |
| Employer contribution / active EE | $2,131 | $3,056-30.3% | $3,418-37.7% | $2,524-15.6% |
| Participant deferral / active EE | $7,124 | $7,514-5.2% | $6,270+13.6% | $4,232+68.3% |
| Admin fee / account holder | $4 | $83-94.8% | $8,081-99.9% | $114-96.2% |