Filed September 23, 2020
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 27 · EIN 35-2552359 | Advisory (Plan) | $42,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,067 |
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 | $96,950 | $88,515+9.5% | $162,163-40.2% | $67,579+43.5% |
| Participation rate | 92.3% | 86.8%+5.5pp | 87.6%+4.7pp | 71.3%+21.0pp |
| Annual return | 24.66% | 27.04%-2.4pp | 115.59%-90.9pp | 378.56%-353.9pp |
| Employer contribution / active EE | $3,941 | $3,563+10.6% | $5,614-29.8% | $2,148+83.5% |
| Participant deferral / active EE | $8,710 | $5,724+52.2% | $7,298+19.3% | $3,539+146.1% |
| Admin fee / account holder | $95 | $124-23.0% | $10,843-99.1% | $142-33.1% |