Filed June 19, 2023
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 06-1050034 | Contract Administrator | $7,134 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,751 | $72,254-33.9% | $86,677-44.9% | $64,808-26.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -13.29% | 392.42%-405.7pp | 35.91%-49.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,603 | $2,393-33.0% | $2,836-43.5% | $2,506-36.0% |
| Participant deferral / active EE | $3,983 | $4,658-14.5% | $4,656-14.4% | $4,310-7.6% |
| Admin fee / account holder | $11 | $174-93.9% | $7,493-99.9% | $188-94.4% |