Filed June 29, 2017
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 | $200 |
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 | $85,066 | $70,667+20.4% | $123,104-30.9% | $52,331+62.6% |
| Participation rate | 98.7% | 83.7%+15.0pp | 86.8%+11.9pp | 68.1%+30.6pp |
| Annual return | 0.00% | 6.23%-6.2pp | 13.22%-13.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $3,530 | $2,946+19.8% | $5,151-31.5% | $1,882+87.6% |
| Participant deferral / active EE | $2,861 | $4,493-36.3% | $6,230-54.1% | $3,022-5.3% |
| Admin fee / account holder | $1 | $506-99.9% | $9,015-100.0% | $592-99.9% |