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 | $68,889 |
Service code 16 · EIN 33-0818667 | Consulting | $33,750 |
SAMET & COMPANY PC2 years Filed as: SAMET & COMPANY, PC Service code 10 · EIN 04-3037605 | Accounting | $9,750 |
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 | $33,189 | $47,456-30.1% | $172,739-80.8% | $77,787-57.3% |
| Participation rate | 96.3% | 66.3%+30.0pp | 82.6%+13.6pp | 73.2%+23.1pp |
| Annual return | 27.45% | 35.57%-8.1pp | 802.84%-775.4pp | 32.57%-5.1pp |
| Employer contribution / active EE | $3,728 | $1,574+136.8% | $5,143-27.5% | $2,504+48.8% |
| Participant deferral / active EE | $6,913 | $2,560+170.1% | $5,198+33.0% | $3,967+74.2% |
| Admin fee / account holder | $67 | $81-17.7% | $13,954-99.5% | $100-33.5% |