Filed April 28, 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 13 · EIN 42-0127290 | Contract Administrator | $47,494 |
Filed as: SIGNATOR INVESTORS INC Service code 49 · EIN 04-2442399 | Other Services | $37,987 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $37,086 | $69,305-46.5% | $82,313-54.9% | $69,631-46.7% |
| Participation rate | 87.6% | 80.3%+7.3pp | 76.9%+10.7pp | 70.7%+16.9pp |
| Annual return | 19.64% | 21.47%-1.8pp | 25.88%-6.2pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,558 | $1,887-17.4% | $2,428-35.8% | $2,032-23.3% |
| Participant deferral / active EE | $2,869 | $3,568-19.6% | $3,706-22.6% | $3,224-11.0% |
| Admin fee / account holder | $135 | $97+38.4% | $5,608-97.6% | $110+21.8% |