Filed August 19, 2021
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 64 · EIN 71-0294708 | Recordkeeping Fees | $46,677 |
Filed as: AVINA FINANCIAL GROUP, INC. Service code 99 · EIN 81-3666918 | Other Fees | $16,401 |
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 | $14,338 | $52,953-72.9% | $172,739-91.7% | $65,185-78.0% |
| Participation rate | 96.6% | 66.2%+30.4pp | 82.6%+14.0pp | 70.2%+26.4pp |
| Annual return | 24.73% | 30.12%-5.4pp | 802.84%-778.1pp | 29.38%-4.7pp |
| Employer contribution / active EE | $2,682 | $2,190+22.5% | $5,143-47.9% | $2,177+23.2% |
| Participant deferral / active EE | $3,215 | $2,471+30.1% | $5,198-38.1% | $3,514-8.5% |
| Admin fee / account holder | $89 | $472-81.2% | $13,954-99.4% | $847-89.5% |