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 | $93,585 |
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 | $63,437 | $39,973+58.7% | $79,550-20.3% | $77,904-18.6% |
| Participation rate | 96.2% | 64.6%+31.6pp | 69.5%+26.7pp | 73.7%+22.5pp |
| Annual return | -14.22% | 3.42%-17.6pp | 0.16%-14.4pp | 12.21%-26.4pp |
| Employer contribution / active EE | $3,333 | $1,088+206.4% | $2,413+38.1% | $2,848+17.0% |
| Participant deferral / active EE | $4,444 | $2,774+60.2% | $3,985+11.5% | $4,806-7.5% |
| Admin fee / account holder | $26 | $113-76.7% | $6,832-99.6% | $133-80.1% |