Filed February 13, 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 37 · EIN 04-2647786 | Loan Processing | $19,910 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,328 |
HOLTZMAN PARTNERS, LLP2+ years Service code 10 · EIN 74-3121060 | Accounting | $9,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,153 | $60,545-83.2% | $92,233-89.0% | $69,631-85.4% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.5%+7.5pp | 70.7%+13.3pp |
| Annual return | 13.10% | 19.71%-6.6pp | 176.28%-163.2pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $170 | $2,633-93.5% | $3,679-95.4% | $2,032-91.6% |
| Participant deferral / active EE | $1,313 | $2,828-53.6% | $3,897-66.3% | $3,224-59.3% |
| Admin fee / account holder | $84 | $145-42.2% | $5,194-98.4% | $110-24.3% |