Filed December 8, 2017 (most recent of 4 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 | $482,964 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,516 | $103,482-30.9% | $130,231-45.1% | $103,482-30.9% |
| Participation rate | 86.0% | 73.3%+12.7pp | 76.3%+9.7pp | 73.3%+12.7pp |
| Annual return | 19.01% | 33.11%-14.1pp | 38.77%-19.8pp | 33.11%-14.1pp |
| Employer contribution / active EE | $3,379 | $3,208+5.4% | $4,126-18.1% | $3,208+5.4% |
| Participant deferral / active EE | $5,669 | $5,207+8.9% | $6,799-16.6% | $5,207+8.9% |
| Admin fee / account holder | $43 | $114-62.5% | $6,020-99.3% | $114-62.5% |