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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,307 |
SAFE ASSOCIATES, INC.3 years Filed as: SAFE MONEY SOLUTIONS, LLC Service code 27 · EIN 36-4839464 | Advisory (Plan) | $23,906 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,613 | $80,724+24.6% | $103,333-2.6% | $74,495+35.1% |
| Participation rate | 85.7% | 65.7%+20.0pp | 74.5%+11.2pp | 67.2%+18.5pp |
| Annual return | 10.08% | 27.56%-17.5pp | 24.88%-14.8pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $623 | $3,157-80.3% | $3,868-83.9% | $2,623-76.2% |
| Participant deferral / active EE | $7,322 | $3,860+89.7% | $5,057+44.8% | $4,346+68.5% |
| Admin fee / account holder | $374 | $2,368-84.2% | $8,355-95.5% | $1,942-80.7% |