Filed June 3, 2022
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 64 · EIN 04-2647786 | Recordkeeping Fees | $3,598 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,161 | $50,666+58.2% | $76,817+4.4% | $65,185+23.0% |
| Participation rate | 77.2% | 68.8%+8.4pp | 72.1%+5.1pp | 70.2%+7.0pp |
| Annual return | 19.03% | 28.51%-9.5pp | 1166.11%-1147.1pp | 29.38%-10.4pp |
| Employer contribution / active EE | $2,935 | $1,575+86.4% | $2,302+27.5% | $2,177+34.9% |
| Participant deferral / active EE | $5,394 | $2,647+103.8% | $3,336+61.7% | $3,514+53.5% |
| Admin fee / account holder | $214 | $463-53.9% | $6,420-96.7% | $847-74.8% |