Filed July 23, 2018 (most recent of 3 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 | $1,560 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,893 | $42,548+0.8% | $74,550-42.5% | $56,287-23.8% |
| Participation rate | 79.4% | 60.5%+18.9pp | 69.1%+10.3pp | 69.9%+9.6pp |
| Annual return | -7.60% | 12.40%-20.0pp | 32.53%-40.1pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,050 | $855+22.8% | $1,961-46.5% | $2,111-50.3% |
| Participant deferral / active EE | $2,568 | $2,277+12.8% | $3,108-17.4% | $3,350-23.3% |
| Admin fee / account holder | $16 | $467-96.6% | $5,060-99.7% | $521-97.0% |