Filed July 27, 2020 (most recent of 5 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 | $24,512 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $166,464 | $88,515+88.1% | $162,163+2.7% | $67,579+146.3% |
| Participation rate | 99.2% | 86.8%+12.4pp | 87.6%+11.7pp | 71.3%+28.0pp |
| Annual return | 100.74% | 27.04%+73.7pp | 115.59%-14.9pp | 378.56%-277.8pp |
| Employer contribution / active EE | $6,069 | $3,563+70.3% | $5,614+8.1% | $2,148+182.6% |
| Participant deferral / active EE | $8,218 | $5,724+43.6% | $7,298+12.6% | $3,539+132.2% |
| Admin fee / account holder | $159 | $124+28.5% | $10,843-98.5% | $142+11.7% |