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 | $1,525 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,815 | $56,443-50.7% | $83,848-66.8% | $55,725-50.1% |
| Participation rate | 96.5% | 72.0%+24.4pp | 76.1%+20.3pp | 70.9%+25.6pp |
| Annual return | -6.54% | 393.67%-400.2pp | 850.88%-857.4pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,187 | $2,682-55.7% | $3,631-67.3% | $2,078-42.9% |
| Participant deferral / active EE | $3,187 | $2,965+7.5% | $4,082-21.9% | $3,356-5.0% |
| Admin fee / account holder | $4 | $156-97.3% | $5,478-99.9% | $115-96.3% |