Filed June 26, 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 | $44,989 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,553 | $89,739-41.4% | $149,718-64.9% | $62,292-15.6% |
| Participation rate | 86.6% | 85.1%+1.5pp | 87.1%-0.4pp | 69.5%+17.1pp |
| Annual return | 130.47% | 21.01%+109.5pp | 1501.63%-1371.2pp | 28.90%+101.6pp |
| Employer contribution / active EE | $2,381 | $3,233-26.3% | $5,445-56.3% | $2,042+16.6% |
| Participant deferral / active EE | $3,727 | $4,797-22.3% | $6,569-43.3% | $3,169+17.6% |
| Admin fee / account holder | $265 | $551-52.0% | $11,283-97.7% | $479-44.8% |