Filed December 7, 2022
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 25 · EIN 04-2647786 | Directed Trustee | -$85,794 |
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 | $135,366 | $110,699+22.3% | $177,821-23.9% | $90,288+49.9% |
| Participation rate | 98.1% | 88.3%+9.7pp | 87.7%+10.3pp | 73.4%+24.7pp |
| Annual return | 20.93% | 22.79%-1.9pp | 48.32%-27.4pp | 53.97%-33.0pp |
| Employer contribution / active EE | $6,079 | $4,118+47.6% | $5,918+2.7% | $2,524+140.8% |
| Participant deferral / active EE | $7,169 | $6,731+6.5% | $7,714-7.1% | $4,232+69.4% |
| Admin fee / account holder | -$37 | $90-140.7% | $12,427-100.3% | $114-132.1% |