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 | $640,847 |
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 | $60,199 | $53,531+12.5% | $86,188-30.2% | $96,393-37.5% |
| Participation rate | 96.2% | 53.4%+42.7pp | 69.0%+27.2pp | 71.3%+24.9pp |
| Annual return | 18.22% | 20.51%-2.3pp | 1168.45%-1150.2pp | 22.88%-4.7pp |
| Employer contribution / active EE | $1,731 | $1,158+49.4% | $2,380-27.3% | $3,238-46.6% |
| Participant deferral / active EE | $5,156 | $1,965+162.4% | $3,985+29.4% | $5,455-5.5% |
| Admin fee / account holder | $41 | $55-25.2% | $6,852-99.4% | $74-43.9% |