Filed February 13, 2019
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 | $27,714 |
BRIXEY & MEYER1 year Service code 10 · EIN 30-0132514 | Accounting | $11,473 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $6,628 |
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 | $145,541 | $85,135+71.0% | $98,907+47.1% | $73,409+98.3% |
| Participation rate | 94.5% | 81.1%+13.4pp | 76.0%+18.5pp | 72.2%+22.3pp |
| Annual return | 22.01% | 19.14%+2.9pp | 196.43%-174.4pp | 59.29%-37.3pp |
| Employer contribution / active EE | $5,944 | $2,721+118.4% | $2,689+121.0% | $2,234+166.1% |
| Participant deferral / active EE | $9,152 | $4,349+110.4% | $4,244+115.6% | $3,805+140.5% |
| Admin fee / account holder | $166 | $139+19.0% | $6,642-97.5% | $158+4.9% |