Filed January 3, 2020
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 15 · EIN 13-3689044 | Recordkeeping | $55,938 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORP Service code 22 · EIN 58-1152673 | Insurance Broker | $32,042 |
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 | $24,052 | $39,859-39.7% | $78,689-69.4% | $57,658-58.3% |
| Participation rate | 82.2% | 66.1%+16.1pp | 73.6%+8.7pp | 70.2%+12.0pp |
| Annual return | 8.08% | 18.96%-10.9pp | 62.18%-54.1pp | 5.13%+2.9pp |
| Employer contribution / active EE | $535 | $1,786-70.0% | $2,851-81.2% | $1,974-72.9% |
| Participant deferral / active EE | $2,790 | $2,248+24.1% | $3,517-20.7% | $3,061-8.8% |
| Admin fee / account holder | $188 | $76+147.1% | $4,510-95.8% | $95+99.2% |