Filed April 5, 2018
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 | $724,228 |
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 | $49,588 | $55,785-11.1% | $96,562-48.6% | $106,520-53.4% |
| Participation rate | 93.3% | 53.4%+39.9pp | 69.8%+23.4pp | 71.3%+21.9pp |
| Annual return | 19.26% | 17.66%+1.6pp | 37.78%-18.5pp | 19.28%0pp |
| Employer contribution / active EE | $1,230 | $1,042+18.0% | $2,356-47.8% | $2,840-56.7% |
| Participant deferral / active EE | $4,403 | $1,782+147.0% | $3,849+14.4% | $4,948-11.0% |
| Admin fee / account holder | $46 | $59-22.1% | $6,181-99.3% | $75-38.7% |