Filed December 18, 2023 (most recent of 4 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 | $109,928 |
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 | $93,592 | $56,102+66.8% | $101,794-8.1% | $102,872-9.0% |
| Participation rate | 89.8% | 70.4%+19.4pp | 69.2%+20.6pp | 73.0%+16.8pp |
| Annual return | 12.07% | 14.06%-2.0pp | 30.53%-18.5pp | 19.06%-7.0pp |
| Employer contribution / active EE | $2,504 | $1,380+81.5% | $2,289+9.4% | $3,526-29.0% |
| Participant deferral / active EE | $4,874 | $2,801+74.0% | $4,084+19.3% | $5,535-11.9% |
| Admin fee / account holder | $35 | $262-86.5% | $8,777-99.6% | $292-87.9% |