Filed January 4, 2018 (most recent of 5 filings on file)
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 |
|---|---|---|
Filed as: ROEHL & YI INVESTMENT ADV LLC Service code 27 · EIN 93-1249395 | Advisory (Plan) | $0 |
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 | $39,892 | $68,413-41.7% | $123,104-67.6% | $55,191-27.7% |
| Participation rate | 98.1% | 84.5%+13.6pp | 86.8%+11.3pp | 69.2%+28.9pp |
| Annual return | -0.48% | 6.30%-6.8pp | 13.22%-13.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $3,521 | $3,050+15.4% | $5,151-31.6% | $1,899+85.5% |
| Participant deferral / active EE | $2,641 | $4,490-41.2% | $6,230-57.6% | $3,046-13.3% |
| Admin fee / account holder | $116 | $88+31.8% | $9,015-98.7% | $91+27.5% |