Filed April 18, 2019
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 |
|---|---|---|
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $9,118 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $149,013 | $57,384+159.7% | $106,387+40.1% | $56,287+164.7% |
| Participation rate | 96.0% | 71.3%+24.7pp | 77.5%+18.5pp | 69.9%+26.1pp |
| Annual return | -3.39% | 5.91%-9.3pp | 0.25%-3.6pp | -9.96%+6.6pp |
| Employer contribution / active EE | $7,814 | $2,348+232.8% | $3,520+122.0% | $2,111+270.2% |
| Participant deferral / active EE | $12,070 | $3,799+217.7% | $5,421+122.6% | $3,350+260.3% |
| Admin fee / account holder | $1 | $566-99.8% | $7,510-100.0% | $521-99.8% |