Filed June 3, 2022
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 9-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 | $30,288 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $23,657 | $44,989-47.4% | $170,442-86.1% | $77,958-69.7% |
| Participation rate | 95.9% | 64.6%+31.3pp | 83.6%+12.3pp | 71.6%+24.2pp |
| Annual return | 31.20% | 19.61%+11.6pp | 205.93%-174.7pp | 20.87%+10.3pp |
| Employer contribution / active EE | $5,000 | $1,466+241.0% | $5,433-8.0% | $2,310+116.4% |
| Participant deferral / active EE | $5,471 | $2,208+147.8% | $4,939+10.8% | $3,537+54.7% |
| Admin fee / account holder | $23 | $69-66.1% | $13,880-99.8% | $97-76.0% |