Filed May 19, 2021 (most recent of 2 filings on file)
Total covered: 5 employees
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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,292 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC. Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $3,750 |
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 | $80,929 | $88,890-9.0% | $102,423-21.0% | $77,643+4.2% |
| Participation rate | 94.3% | 80.9%+13.4pp | 76.5%+17.8pp | 70.6%+23.7pp |
| Annual return | 15.86% | 24.98%-9.1pp | 29.32%-13.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,775 | $2,698-34.2% | $3,023-41.3% | $2,726-34.9% |
| Participant deferral / active EE | $9,090 | $5,145+76.7% | $5,053+79.9% | $4,647+95.6% |
| Admin fee / account holder | $28 | $235-88.2% | $9,451-99.7% | $430-93.5% |