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 | $53,598 |
Service code 27 · EIN 51-6041053 | Advisory (Plan) | $20,157 |
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 | $64,784 | $61,156+5.9% | $185,823-65.1% | $79,386-18.4% |
| Participation rate | 97.5% | 66.6%+30.9pp | 81.7%+15.8pp | 70.7%+26.8pp |
| Annual return | 20.36% | 19.45%+0.9pp | 122.05%-101.7pp | 116.85%-96.5pp |
| Employer contribution / active EE | $1,738 | $2,321-25.1% | $5,167-66.4% | $2,427-28.4% |
| Participant deferral / active EE | $3,902 | $2,789+39.9% | $5,568-29.9% | $4,046-3.6% |
| Admin fee / account holder | $234 | $710-67.0% | $16,237-98.6% | $626-62.6% |