Filed October 24, 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 27 · EIN 45-4339378 | Advisory (Plan) | $12,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,956 | $85,202-47.2% | $172,739-74.0% | $72,985-38.4% |
| Participation rate | 91.9% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 20.40% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,890 | $3,324-43.1% | $5,143-63.2% | $2,440-22.5% |
| Participant deferral / active EE | $3,760 | $3,260+15.3% | $5,198-27.7% | $3,607+4.2% |
| Admin fee / account holder | $109 | $5,884-98.2% | $13,954-99.2% | $5,124-97.9% |