Filed April 27, 2015
Total covered: 4 employees
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 | $161,321 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,577 | $122,186+45.3% | $146,958+20.8% | $199,593-11.0% |
| Participation rate | 92.8% | 78.3%+14.5pp | 82.2%+10.6pp | 72.0%+20.8pp |
| Annual return | 27.74% | 30.56%-2.8pp | 418.34%-390.6pp | 34.25%-6.5pp |
| Employer contribution / active EE | $4,458 | $4,093+8.9% | $4,933-9.6% | $3,034+46.9% |
| Participant deferral / active EE | $10,134 | $8,502+19.2% | $8,070+25.6% | $5,087+99.2% |
| Admin fee / account holder | $105 | $179-41.2% | $12,998-99.2% | $269-60.9% |