Filed May 24, 2021
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 64 · EIN 71-0294708 | Recordkeeping Fees | $5,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,155 | $56,317+441.8% | $71,209+328.5% | $74,304+310.7% |
| Participation rate | 99.0% | 55.1%+43.8pp | 73.8%+25.2pp | 60.3%+38.6pp |
| Annual return | 17.11% | 42.83%-25.7pp | 282.51%-265.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $30,610 | $2,160+1317.1% | $2,721+1025.0% | $2,241+1265.8% |
| Participant deferral / active EE | $11,898 | $2,788+326.8% | $4,175+185.0% | $3,767+215.8% |
| Admin fee / account holder | $12 | $2,290-99.5% | $5,349-99.8% | $2,969-99.6% |