Filed April 17, 2018 (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 | $3,514 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $45,991 | $136,307-66.3% | $177,821-74.1% | $73,488-37.4% |
| Participation rate | 94.4% | 86.1%+8.3pp | 87.7%+6.6pp | 70.7%+23.7pp |
| Annual return | 20.61% | 18.68%+1.9pp | 48.32%-27.7pp | 28.51%-7.9pp |
| Employer contribution / active EE | $2,105 | $3,712-43.3% | $5,918-64.4% | $2,270-7.3% |
| Participant deferral / active EE | $7,255 | $5,829+24.5% | $7,714-6.0% | $3,740+94.0% |
| Admin fee / account holder | $17 | $596-97.1% | $12,427-99.9% | $513-96.6% |