Filed October 11, 2018
Total covered: 3 employees
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 | $325 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,866 | $50,498-54.7% | $75,781-69.8% | $55,191-58.6% |
| Participation rate | 86.5% | 69.4%+17.0pp | 75.8%+10.7pp | 69.2%+17.3pp |
| Annual return | -2.10% | 1.80%-3.9pp | 9.68%-11.8pp | 10.78%-12.9pp |
| Employer contribution / active EE | $342 | $2,291-85.0% | $3,323-89.7% | $1,899-82.0% |
| Participant deferral / active EE | $1,775 | $2,589-31.5% | $3,651-51.4% | $3,046-41.7% |
| Admin fee / account holder | $1 | $123-99.2% | $5,299-100.0% | $91-98.9% |