Filed July 11, 2019 (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 15 · EIN 01-0233346 | Recordkeeping | $2,774 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,858 | $70,669+44.1% | $169,368-39.9% | $75,163+35.5% |
| Participation rate | 98.8% | 64.8%+34.0pp | 77.1%+21.7pp | 67.2%+31.6pp |
| Annual return | 16.44% | 36.36%-19.9pp | 405.60%-389.2pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,080 | $2,211+39.3% | $4,013-23.3% | $2,670+15.3% |
| Participant deferral / active EE | $6,475 | $4,311+50.2% | $6,221+4.1% | $4,125+57.0% |
| Admin fee / account holder | $630 | $5,402-88.3% | $9,003-93.0% | $5,651-88.9% |