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 13 · EIN 42-0127290 | Contract Administrator | $144,512 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,617 | $134,045-51.8% | $80,019-19.2% | $75,289-14.2% |
| Participation rate | 90.1% | 85.8%+4.3pp | 75.8%+14.3pp | 72.4%+17.7pp |
| Annual return | -3.14% | -0.56%-2.6pp | 11.22%-14.4pp | -0.04%-3.1pp |
| Employer contribution / active EE | $3,081 | $3,492-11.8% | $2,468+24.8% | $2,405+28.1% |
| Participant deferral / active EE | $8,198 | $4,976+64.7% | $3,686+122.4% | $3,739+119.3% |
| Admin fee / account holder | $113 | $124-8.7% | $6,521-98.3% | $102+10.5% |