Filed October 9, 2023
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 | $85,827 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
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 | $68,973 | $82,202-16.1% | $125,339-45.0% | $64,808+6.4% |
| Participation rate | 86.1% | 77.9%+8.3pp | 82.4%+3.8pp | 71.5%+14.7pp |
| Annual return | -14.20% | 3.48%-17.7pp | 572.05%-586.3pp | 32.82%-47.0pp |
| Employer contribution / active EE | $6,608 | $3,615+82.8% | $4,814+37.3% | $2,506+163.7% |
| Participant deferral / active EE | $4,320 | $7,175-39.8% | $7,446-42.0% | $4,310+0.2% |
| Admin fee / account holder | $146 | $163-10.3% | $10,010-98.5% | $188-22.0% |