Filed December 22, 2020
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,901 |
Service code 27 · EIN 46-2394834 | Advisory (Plan) | $8,301 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,541 | $50,815-83.2% | $155,509-94.5% | $77,643-89.0% |
| Participation rate | 81.4% | 63.1%+18.3pp | 78.2%+3.2pp | 70.6%+10.8pp |
| Annual return | 13.35% | 34.80%-21.5pp | 64.67%-51.3pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,148 | $1,993-42.4% | $4,672-75.4% | $2,726-57.9% |
| Participant deferral / active EE | $742 | $2,822-73.7% | $5,626-86.8% | $4,647-84.0% |
| Admin fee / account holder | $144 | $437-67.1% | $15,912-99.1% | $430-66.6% |