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 | $48,663 |
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 | $192,276 | $111,491+72.5% | $189,513+1.5% | $86,799+121.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 17.63% | 83.50%-65.9pp | 555.15%-537.5pp | 97.91%-80.3pp |
| Employer contribution / active EE | $7,972 | $3,951+101.8% | $6,162+29.4% | $2,405+231.4% |
| Participant deferral / active EE | $6,934 | $6,437+7.7% | $8,221-15.7% | $4,131+67.9% |
| Admin fee / account holder | $150 | $189-20.4% | $12,045-98.8% | $170-11.4% |