Filed May 5, 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 | $17 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,858 | $44,473-75.6% | $76,523-85.8% | $55,725-80.5% |
| Participation rate | 100.0% | 51.0%+49.0pp | 68.0%+32.0pp | 70.9%+29.1pp |
| Annual return | -5.96% | -2.01%-4.0pp | -0.27%-5.7pp | 244.93%-250.9pp |
| Employer contribution / active EE | $150 | $1,101-86.4% | $2,647-94.3% | $2,078-92.8% |
| Participant deferral / active EE | $1,697 | $1,988-14.6% | $3,835-55.7% | $3,356-49.4% |
| Admin fee / account holder | $78 | $134-41.9% | $4,848-98.4% | $115-32.3% |