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 | $5,895 |
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 | $77,083 | $66,601+15.7% | $92,893-17.0% | $67,579+14.1% |
| Participation rate | 95.2% | 72.5%+22.7pp | 76.0%+19.2pp | 71.3%+24.0pp |
| Annual return | 20.39% | 92.58%-72.2pp | 109.41%-89.0pp | 378.56%-358.2pp |
| Employer contribution / active EE | $2,222 | $2,775-20.0% | $3,653-39.2% | $2,148+3.4% |
| Participant deferral / active EE | $5,140 | $3,157+62.8% | $4,236+21.3% | $3,539+45.2% |
| Admin fee / account holder | $156 | $199-21.5% | $5,794-97.3% | $142+9.7% |