Filed June 4, 2021
Total covered: 23 employees
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.
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 | $28,195 | $52,293-46.1% | $178,490-84.2% | $73,409-61.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 16.46% | 34.75%-18.3pp | 151.07%-134.6pp | 59.29%-42.8pp |
| Employer contribution / active EE | $1,736 | $1,7350% | $5,011-65.4% | $2,234-22.3% |
| Participant deferral / active EE | $2,795 | $2,332+19.8% | $5,202-46.3% | $3,805-26.5% |
| Admin fee / account holder | $107 | $127-16.0% | $13,984-99.2% | $158-32.3% |