Filed January 22, 2020
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 | $41,449 |
Service code 27 · EIN 51-6041053 | Advisory (Plan) | $14,394 |
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 | $53,995 | $58,879-8.3% | $178,490-69.7% | $73,488-26.5% |
| Participation rate | 96.6% | 66.2%+30.3pp | 81.9%+14.6pp | 70.7%+25.9pp |
| Annual return | 17.84% | 24.86%-7.0pp | 151.07%-133.2pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,669 | $2,236-25.4% | $5,011-66.7% | $2,270-26.5% |
| Participant deferral / active EE | $3,206 | $2,567+24.9% | $5,202-38.4% | $3,740-14.3% |
| Admin fee / account holder | $183 | $400-54.4% | $13,984-98.7% | $513-64.4% |