Filed July 1, 2019 (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 27 · EIN 81-2780637 | Advisory (Plan) | $80,181 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,106 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,433 | $102,553+4.8% | $151,611-29.1% | $66,914+60.6% |
| Participation rate | 98.6% | 85.5%+13.1pp | 87.5%+11.1pp | 69.8%+28.8pp |
| Annual return | -16.60% | -10.82%-5.8pp | 3.33%-19.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $4,351 | $4,180+4.1% | $6,166-29.4% | $2,544+71.0% |
| Participant deferral / active EE | $7,529 | $6,641+13.4% | $8,363-10.0% | $4,237+77.7% |
| Admin fee / account holder | $32 | $630-95.0% | $11,616-99.7% | $593-94.7% |