Filed August 8, 2018
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 7-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 84-0467907 | Recordkeeping | $162,263 |
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $50,000 |
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 | $131,174 | $79,519+65.0% | $95,952+36.7% | $73,409+78.7% |
| Participation rate | 82.8% | 81.2%+1.6pp | 77.1%+5.7pp | 72.2%+10.6pp |
| Annual return | 16.69% | 19.20%-2.5pp | 91.61%-74.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $4,568 | $2,048+123.1% | $2,541+79.8% | $2,234+104.5% |
| Participant deferral / active EE | $11,998 | $4,138+189.9% | $4,167+187.9% | $3,805+215.3% |
| Admin fee / account holder | $210 | $184+13.9% | $6,795-96.9% | $158+33.0% |