Filed November 18, 2019
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 |
|---|---|---|
GOLDMAN SACHS3+ years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $27,570 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,490 |
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 | $34,239 | $37,196-7.9% | $154,107-77.8% | $55,725-38.6% |
| Participation rate | 70.2% | 64.1%+6.1pp | 83.0%-12.9pp | 70.9%-0.7pp |
| Annual return | 7.76% | 1319.68%-1311.9pp | 735.12%-727.4pp | 244.93%-237.2pp |
| Employer contribution / active EE | $736 | $1,614-54.4% | $5,298-86.1% | $2,078-64.6% |
| Participant deferral / active EE | $1,950 | $2,068-5.7% | $5,081-61.6% | $3,356-41.9% |
| Admin fee / account holder | $28 | $102-72.3% | $13,411-99.8% | $115-75.6% |