Filed March 2, 2022
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 | $442,148 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $50,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,932 | $95,776-62.5% | $162,163-77.8% | $77,787-53.8% |
| Participation rate | 96.3% | 88.6%+7.7pp | 87.6%+8.8pp | 73.2%+23.1pp |
| Annual return | 32.12% | 37.03%-4.9pp | 115.59%-83.5pp | 32.57%-0.5pp |
| Employer contribution / active EE | $2,798 | $3,874-27.8% | $5,614-50.2% | $2,504+11.7% |
| Participant deferral / active EE | $5,715 | $6,125-6.7% | $7,298-21.7% | $3,967+44.0% |
| Admin fee / account holder | $120 | $88+36.3% | $10,843-98.9% | $100+19.5% |