Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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 15 · EIN 84-0467907 | Recordkeeping | $211 |
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 | $70,931 | $60,349+17.5% | $74,183-4.4% | $62,891+12.8% |
| Participation rate | 78.8% | 72.7%+6.1pp | 76.6%+2.2pp | 69.3%+9.5pp |
| Annual return | 7.48% | 21.37%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,112 | $1,680-33.8% | $2,370-53.1% | $2,281-51.3% |
| Participant deferral / active EE | $3,769 | $2,856+32.0% | $3,550+6.2% | $3,203+17.7% |
| Admin fee / account holder | $3 | $4,261-99.9% | $5,586-100.0% | $4,296-99.9% |