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 | $900 |
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 | $34,562 | $66,601-48.1% | $92,893-62.8% | $67,579-48.9% |
| Participation rate | 98.9% | 72.5%+26.5pp | 76.0%+22.9pp | 71.3%+27.7pp |
| Annual return | 23.15% | 92.58%-69.4pp | 109.41%-86.3pp | 378.56%-355.4pp |
| Employer contribution / active EE | $1,244 | $2,775-55.2% | $3,653-65.9% | $2,148-42.1% |
| Participant deferral / active EE | $3,572 | $3,157+13.2% | $4,236-15.7% | $3,539+0.9% |
| Admin fee / account holder | $2 | $199-98.8% | $5,794-100.0% | $142-98.4% |