Filed November 2, 2021
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 | $27,971 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 49 | Other Services | $10,884 |
OSAIC WEALTH INC2 years Service code 49 · EIN 93-0987232 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,469 | $148,978-65.5% | $200,582-74.3% | $84,808-39.3% |
| Participation rate | 94.9% | 84.2%+10.6pp | 86.9%+8.0pp | 68.3%+26.6pp |
| Annual return | -10.13% | 28.16%-38.3pp | 42.33%-52.5pp | 40.90%-51.0pp |
| Employer contribution / active EE | $981 | $4,815-79.6% | $6,419-84.7% | $2,631-62.7% |
| Participant deferral / active EE | $8,935 | $7,142+25.1% | $9,331-4.2% | $4,212+112.2% |
| Admin fee / account holder | $261 | $13,977-98.1% | $16,305-98.4% | $7,344-96.4% |