Filed December 4, 2024
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 | $982,227 |
COUNTRYWIDE INVESTIGATIV1 year Service code 27 · EIN 95-4466578 | Advisory (Plan) | $6,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,283 | $57,150-34.8% | $93,606-60.2% | $106,382-65.0% |
| Participation rate | 37.6% | 49.1%-11.5pp | 68.7%-31.1pp | 69.9%-32.2pp |
| Annual return | 14.25% | 15.81%-1.6pp | 133.20%-118.9pp | 17.37%-3.1pp |
| Employer contribution / active EE | $755 | $1,015-25.6% | $2,420-68.8% | $3,364-77.6% |
| Participant deferral / active EE | $1,655 | $1,853-10.7% | $4,411-62.5% | $5,569-70.3% |
| Admin fee / account holder | $73 | $64+14.0% | $8,285-99.1% | $79-7.4% |