Filed November 3, 2023 (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 60 · EIN 04-2647786 | Sub-TA Fees | $750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,249 | $79,523-7.9% | $140,016-47.7% | $56,287+30.1% |
| Participation rate | 98.5% | 85.7%+12.8pp | 87.5%+11.0pp | 69.9%+28.6pp |
| Annual return | -4.45% | 2.39%-6.8pp | 651.12%-655.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $5,069 | $3,350+51.3% | $5,606-9.6% | $2,111+140.1% |
| Participant deferral / active EE | $4,449 | $5,129-13.3% | $6,927-35.8% | $3,350+32.8% |
| Admin fee / account holder | $3 | $614-99.5% | $10,705-100.0% | $521-99.4% |