Filed March 4, 2016
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.
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 | $26,947 | $47,648-43.4% | $130,648-79.4% | $67,579-60.1% |
| Participation rate | 78.8% | 60.4%+18.4pp | 71.7%+7.0pp | 71.3%+7.5pp |
| Annual return | 21.03% | 25.73%-4.7pp | 1708.96%-1687.9pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,844 | $1,408+31.0% | $4,092-54.9% | $2,148-14.1% |
| Participant deferral / active EE | $1,470 | $2,616-43.8% | $3,603-59.2% | $3,539-58.5% |
| Admin fee / account holder | $23 | $105-78.4% | $5,464-99.6% | $142-84.1% |