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 | $119,380 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $55,522 |
Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,604 | $72,254-41.0% | $86,677-50.8% | $64,808-34.3% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.6%+15.7pp | 71.5%+20.8pp |
| Annual return | -15.43% | 392.42%-407.9pp | 35.91%-51.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,038 | $2,393-14.8% | $2,836-28.1% | $2,506-18.7% |
| Participant deferral / active EE | $3,972 | $4,658-14.7% | $4,656-14.7% | $4,310-7.9% |
| Admin fee / account holder | $224 | $174+28.8% | $7,493-97.0% | $188+19.3% |