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 | $46,239 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $172,688 | $111,608+54.7% | $177,821-2.9% | $73,409+135.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | -18.47% | 18.23%-36.7pp | 48.32%-66.8pp | 59.29%-77.8pp |
| Employer contribution / active EE | $7,634 | $3,796+101.1% | $5,918+29.0% | $2,234+241.8% |
| Participant deferral / active EE | $6,360 | $6,199+2.6% | $7,714-17.6% | $3,805+67.1% |
| Admin fee / account holder | $154 | $166-6.9% | $12,427-98.8% | $158-2.4% |