Filed January 6, 2021
Total covered: 42 employees
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 52 · EIN 04-1590850 | Indirect Investment Fees | $5,720 |
BDO USA, LLP1 year Filed as: BDO USA,LLP Service code 10 · EIN 13-5381590 | Accounting | $5,487 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $158,665 | $56,640+180.1% | $80,975+95.9% | $57,658+175.2% |
| Participation rate | 94.4% | 75.9%+18.5pp | 75.8%+18.6pp | 70.2%+24.2pp |
| Annual return | 7.35% | 19.97%-12.6pp | 17.10%-9.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,257 | $2,085+8.3% | $3,714-39.2% | $1,974+14.4% |
| Participant deferral / active EE | $6,769 | $4,944+36.9% | $5,696+18.8% | $3,061+121.2% |
| Admin fee / account holder | $49 | $87-43.2% | $5,516-99.1% | $95-47.7% |