Filed January 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 | $65,139 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $30,222 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $61,737 | $65,376-5.6% | $87,100-29.1% | $65,185-5.3% |
| Participation rate | 98.8% | 75.3%+23.5pp | 76.9%+21.9pp | 70.2%+28.6pp |
| Annual return | 19.87% | 31.27%-11.4pp | 28.19%-8.3pp | 29.38%-9.5pp |
| Employer contribution / active EE | $3,211 | $1,822+76.2% | $2,521+27.4% | $2,177+47.5% |
| Participant deferral / active EE | $4,167 | $3,388+23.0% | $4,049+2.9% | $3,514+18.6% |
| Admin fee / account holder | $230 | $520-55.7% | $7,497-96.9% | $847-72.8% |