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 | $497,811 |
RPA FINANCIAL LLC4 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $49,772 |
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 | $46,283 | $95,918-51.7% | $151,611-69.5% | $77,904-40.6% |
| Participation rate | 91.4% | 88.7%+2.7pp | 87.5%+3.9pp | 73.7%+17.8pp |
| Annual return | -15.45% | -5.50%-9.9pp | 3.33%-18.8pp | 12.21%-27.7pp |
| Employer contribution / active EE | $3,170 | $4,330-26.8% | $6,166-48.6% | $2,848+11.3% |
| Participant deferral / active EE | $7,176 | $7,508-4.4% | $8,363-14.2% | $4,806+49.3% |
| Admin fee / account holder | $110 | $93+18.4% | $11,616-99.0% | $133-16.7% |