Filed August 12, 2020 (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 35-0472300 | Contract Administrator | $48,194 |
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 | $68,853 | $101,317-32.0% | $146,958-53.1% | $74,495-7.6% |
| Participation rate | 89.4% | 75.5%+13.8pp | 82.2%+7.2pp | 67.2%+22.2pp |
| Annual return | 26.52% | 8730.91%-8704.4pp | 418.34%-391.8pp | 1364.94%-1338.4pp |
| Employer contribution / active EE | $12,390 | $3,810+225.2% | $4,933+151.2% | $2,623+372.4% |
| Participant deferral / active EE | $9,971 | $7,303+36.5% | $8,070+23.6% | $4,346+129.4% |
| Admin fee / account holder | $265 | $1,739-84.8% | $12,998-98.0% | $1,942-86.4% |