Filed November 26, 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 64 · EIN 71-0294708 | Recordkeeping Fees | $24,370 |
RPA FINANCIAL LLC1 year Service code 99 · EIN 83-1143379 | Other Fees | $14,397 |
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 | $24,289 | $58,879-58.7% | $178,490-86.4% | $73,488-66.9% |
| Participation rate | 82.0% | 66.2%+15.8pp | 81.9%+0.1pp | 70.7%+11.3pp |
| Annual return | 13.66% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,847 | $2,236-17.4% | $5,011-63.1% | $2,270-18.6% |
| Participant deferral / active EE | $1,794 | $2,567-30.1% | $5,202-65.5% | $3,740-52.0% |
| Admin fee / account holder | $118 | $400-70.6% | $13,984-99.2% | $513-77.1% |