Filed March 5, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $72,410 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $80,671 | $75,284+7.2% | $91,001-11.4% | $69,631+15.9% |
| Participation rate | 90.7% | 80.4%+10.3pp | 75.6%+15.1pp | 70.7%+20.0pp |
| Annual return | 14.07% | 48.40%-34.3pp | 4.60%+9.5pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $3,086 | $2,473+24.8% | $2,456+25.7% | $2,032+51.9% |
| Participant deferral / active EE | $4,785 | $3,700+29.3% | $3,547+34.9% | $3,224+48.4% |
| Admin fee / account holder | $153 | $111+38.5% | $5,417-97.2% | $110+38.6% |