Filed November 29, 2016
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 41-0147830 | Contract Administrator | $12,351 |
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 | $59,133 | $109,359-45.9% | $162,163-63.5% | $72,985-19.0% |
| Participation rate | 95.9% | 84.3%+11.7pp | 87.6%+8.4pp | 69.5%+26.5pp |
| Annual return | 22.63% | 25.46%-2.8pp | 115.59%-93.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $8,148 | $3,907+108.5% | $5,614+45.1% | $2,440+234.0% |
| Participant deferral / active EE | $5,551 | $5,481+1.3% | $7,298-23.9% | $3,607+53.9% |
| Admin fee / account holder | $96 | $7,972-98.8% | $10,843-99.1% | $5,124-98.1% |