Filed May 25, 2021 (most recent of 2 filings on file)
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 | $12,546 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,653 | $49,227-60.1% | $70,449-72.1% | $79,858-75.4% |
| Participation rate | 93.3% | 69.2%+24.2pp | 75.1%+18.3pp | 69.6%+23.7pp |
| Annual return | 10.03% | 30.06%-20.0pp | 109.03%-99.0pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,491 | $2,099+18.7% | $2,737-9.0% | $2,471+0.8% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $137 | $2,878-95.3% | $3,845-96.4% | $5,306-97.4% |