Filed March 14, 2023
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 27 · EIN 35-2552359 | Advisory (Plan) | $47,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,706 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,689 | $56,443+12.8% | $83,848-24.0% | $55,725+14.3% |
| Participation rate | 91.3% | 72.0%+19.3pp | 76.1%+15.2pp | 70.9%+20.5pp |
| Annual return | -6.22% | 393.67%-399.9pp | 850.88%-857.1pp | 244.93%-251.2pp |
| Employer contribution / active EE | $2,085 | $2,682-22.3% | $3,631-42.6% | $2,078+0.3% |
| Participant deferral / active EE | $4,720 | $2,965+59.2% | $4,082+15.6% | $3,356+40.7% |
| Admin fee / account holder | $144 | $156-7.9% | $5,478-97.4% | $115+24.9% |