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 | $70,107 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $32,176 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,204 | $73,638+8.9% | $95,952-16.4% | $73,488+9.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 15.87% | 16.78%-0.9pp | 91.61%-75.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $3,364 | $1,863+80.5% | $2,541+32.4% | $2,270+48.2% |
| Participant deferral / active EE | $4,923 | $3,617+36.1% | $4,167+18.1% | $3,740+31.6% |
| Admin fee / account holder | $273 | $482-43.4% | $6,795-96.0% | $513-46.8% |