Filed November 17, 2017 (most recent of 2 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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $43,514 |
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 | $153,902 | $55,002+179.8% | $59,878+157.0% | $56,287+173.4% |
| Participation rate | 88.4% | 75.9%+12.5pp | 74.7%+13.7pp | 69.9%+18.5pp |
| Annual return | -3.62% | 1.13%-4.8pp | 3.46%-7.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $4,366 | $2,448+78.4% | $2,722+60.4% | $2,111+106.8% |
| Participant deferral / active EE | $5,891 | $3,121+88.8% | $3,402+73.2% | $3,350+75.9% |
| Admin fee / account holder | $158 | $236-33.1% | $3,590-95.6% | $521-69.7% |