Filed March 2, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $359,822 |
RPA FINANCIAL LLC2 years 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,728 | $110,699-60.5% | $177,821-75.4% | $90,288-51.6% |
| Participation rate | 96.0% | 88.3%+7.7pp | 87.7%+8.3pp | 73.4%+22.7pp |
| Annual return | 21.07% | 22.79%-1.7pp | 48.32%-27.3pp | 53.97%-32.9pp |
| Employer contribution / active EE | $3,511 | $4,118-14.8% | $5,918-40.7% | $2,524+39.1% |
| Participant deferral / active EE | $7,398 | $6,731+9.9% | $7,714-4.1% | $4,232+74.8% |
| Admin fee / account holder | $85 | $90-5.7% | $12,427-99.3% | $114-25.6% |