Filed January 15, 2019 (most recent of 4 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 19 · EIN 51-0396365 | Securities Custodian | $92,746 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,963 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72 |
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 | $25,374 | $47,456-46.5% | $172,739-85.3% | $77,787-67.4% |
| Participation rate | 97.9% | 66.3%+31.6pp | 82.6%+15.2pp | 73.2%+24.6pp |
| Annual return | 17.22% | 35.57%-18.4pp | 802.84%-785.6pp | 32.57%-15.4pp |
| Employer contribution / active EE | $1,681 | $1,574+6.8% | $5,143-67.3% | $2,504-32.9% |
| Participant deferral / active EE | $3,595 | $2,560+40.4% | $5,198-30.8% | $3,967-9.4% |
| Admin fee / account holder | $17 | $81-78.6% | $13,954-99.9% | $100-82.7% |