Filed October 27, 2021 (most recent of 2 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 13 · EIN 42-0127290 | Contract Administrator | $133,178 |
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 | $99,889 | $47,722+109.3% | $82,719+20.8% | $64,808+54.1% |
| Participation rate | 97.6% | 67.6%+30.0pp | 72.6%+25.1pp | 71.5%+26.2pp |
| Annual return | -14.24% | -13.05%-1.2pp | 701.18%-715.4pp | 32.82%-47.1pp |
| Employer contribution / active EE | $4,841 | $2,179+122.2% | $3,009+60.9% | $2,506+93.2% |
| Participant deferral / active EE | $10,110 | $3,329+203.7% | $4,395+130.0% | $4,310+134.6% |
| Admin fee / account holder | $85 | $143-40.7% | $5,329-98.4% | $188-54.8% |