Filed June 29, 2017 (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 |
|---|---|---|
RPA FINANCIAL LLC2 years Service code 99 · EIN 83-1143379 | Other Fees | $23,883 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,186 | $54,573+56.1% | $90,951-6.3% | $73,488+15.9% |
| Participation rate | 44.1% | 61.2%-17.0pp | 69.0%-24.9pp | 70.7%-26.5pp |
| Annual return | 12.72% | 16.69%-4.0pp | 134.60%-121.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $464 | $991-53.2% | $2,122-78.1% | $2,270-79.6% |
| Participant deferral / active EE | $2,849 | $2,517+13.2% | $3,373-15.5% | $3,740-23.8% |
| Admin fee / account holder | $11 | $521-97.9% | $5,959-99.8% | $513-97.8% |