Filed September 30, 2022 (most recent of 3 filings on file)
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 | $180,600 |
Service code 28 · EIN 20-8874282 | Investment Management | $57,251 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,624 | $104,317+8.9% | $159,436-28.7% | $86,799+30.9% |
| Participation rate | 94.7% | 77.7%+17.0pp | 82.8%+11.9pp | 72.3%+22.4pp |
| Annual return | 14.81% | 26.32%-11.5pp | 263.57%-248.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,723 | $3,451-21.1% | $4,829-43.6% | $2,405+13.2% |
| Participant deferral / active EE | $6,931 | $6,837+1.4% | $7,352-5.7% | $4,131+67.8% |
| Admin fee / account holder | $172 | $172+0.1% | $10,799-98.4% | $170+1.6% |