Filed March 2, 2022
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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.
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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 | $525,254 |
RPA FINANCIAL LLC5 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $12,474 |
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 | $56,717 | $112,686-49.7% | $169,993-66.6% | $80,160-29.2% |
| Participation rate | 94.5% | 87.4%+7.2pp | 87.0%+7.5pp | 72.9%+21.6pp |
| Annual return | 28.98% | 67.04%-38.1pp | 53.37%-24.4pp | 40.38%-11.4pp |
| Employer contribution / active EE | $2,984 | $4,481-33.4% | $6,785-56.0% | $2,978+0.2% |
| Participant deferral / active EE | $6,551 | $7,876-16.8% | $10,408-37.1% | $5,017+30.6% |
| Admin fee / account holder | $105 | $99+5.5% | $12,815-99.2% | $145-27.8% |