Filed January 9, 2018
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 8-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 06-1050034 | Contract Administrator | $130,147 |
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 | $78,640 | $78,852-0.3% | $76,768+2.4% | $75,289+4.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 77.0%+23.0pp | 72.4%+27.6pp |
| Annual return | -3.55% | -1.29%-2.3pp | 2.43%-6.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $5,014 | $2,794+79.4% | $2,485+101.8% | $2,405+108.5% |
| Participant deferral / active EE | $6,077 | $4,800+26.6% | $3,852+57.8% | $3,739+62.5% |
| Admin fee / account holder | $92 | $79+16.8% | $6,675-98.6% | $102-9.8% |