Filed February 10, 2017 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $263,635 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $186,375 |
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 | $47,471 | $110,699-57.1% | $177,821-73.3% | $90,288-47.4% |
| Participation rate | 98.1% | 88.3%+9.8pp | 87.7%+10.4pp | 73.4%+24.8pp |
| Annual return | 19.66% | 22.79%-3.1pp | 48.32%-28.7pp | 53.97%-34.3pp |
| Employer contribution / active EE | $1,798 | $4,118-56.3% | $5,918-69.6% | $2,524-28.8% |
| Participant deferral / active EE | $7,480 | $6,731+11.1% | $7,714-3.0% | $4,232+76.7% |
| Admin fee / account holder | $96 | $90+6.4% | $12,427-99.2% | $114-16.0% |