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 | $681,320 |
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 | $49,854 | $47,540+4.9% | $79,550-37.3% | $89,394-44.2% |
| Participation rate | 93.7% | 54.9%+38.7pp | 69.5%+24.2pp | 71.3%+22.4pp |
| Annual return | -12.41% | -8.05%-4.4pp | 0.16%-12.6pp | -11.89%-0.5pp |
| Employer contribution / active EE | $2,093 | $1,122+86.6% | $2,413-13.3% | $3,022-30.7% |
| Participant deferral / active EE | $4,797 | $1,961+144.6% | $3,985+20.4% | $5,123-6.4% |
| Admin fee / account holder | $44 | $59-25.3% | $6,832-99.4% | $79-44.9% |