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 | $142,938 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,634 | $79,519+45.4% | $95,952+20.5% | $73,409+57.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 13.88% | 19.20%-5.3pp | 91.61%-77.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $5,207 | $2,048+154.3% | $2,541+104.9% | $2,234+133.1% |
| Participant deferral / active EE | $7,344 | $4,138+77.5% | $4,167+76.2% | $3,805+93.0% |
| Admin fee / account holder | $111 | $184-39.8% | $6,795-98.4% | $158-29.7% |