Filed November 29, 2018 (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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX600 · BUFFALO, NY 142010600 | Recordkeeping | $32,833 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant 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 | $47,292 | $136,307-65.3% | $177,821-73.4% | $73,488-35.6% |
| Participation rate | 84.9% | 86.1%-1.2pp | 87.7%-2.8pp | 70.7%+14.2pp |
| Annual return | 14.28% | 18.68%-4.4pp | 48.32%-34.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,514 | $3,712-59.2% | $5,918-74.4% | $2,270-33.3% |
| Participant deferral / active EE | $2,806 | $5,829-51.9% | $7,714-63.6% | $3,740-25.0% |
| Admin fee / account holder | $158 | $596-73.5% | $12,427-98.7% | $513-69.2% |