Filed June 5, 2015
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 12 · EIN 13-3689044 | Investment management; Shareholder se... | $46,119 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $187,406 | $122,693+52.7% | $184,203+1.7% | $199,593-6.1% |
| Participation rate | 99.7% | 86.8%+12.9pp | 86.8%+12.9pp | 72.0%+27.7pp |
| Annual return | 16.12% | 143.91%-127.8pp | 28.81%-12.7pp | 34.25%-18.1pp |
| Employer contribution / active EE | $14,164 | $4,584+209.0% | $6,427+120.4% | $3,034+366.8% |
| Participant deferral / active EE | $12,429 | $7,990+55.6% | $9,131+36.1% | $5,087+144.3% |
| Admin fee / account holder | $13 | $121-89.2% | $13,901-99.9% | $269-95.1% |