Filed August 12, 2019
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 7-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 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $108,356 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $80,124 | $82,917-3.4% | $103,333-22.5% | $77,643+3.2% |
| Participation rate | 99.7% | 71.6%+28.2pp | 74.5%+25.2pp | 70.6%+29.1pp |
| Annual return | 16.06% | 19.13%-3.1pp | 24.88%-8.8pp | 31.24%-15.2pp |
| Employer contribution / active EE | $4,304 | $3,552+21.2% | $3,868+11.3% | $2,726+57.9% |
| Participant deferral / active EE | $8,679 | $4,108+111.2% | $5,057+71.6% | $4,647+86.8% |
| Admin fee / account holder | $105 | $638-83.5% | $8,355-98.7% | $430-75.6% |