Filed August 10, 2021 (most recent of 4 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 16 · EIN 04-3638035 | Consulting | $85,500 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $43,260 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,131 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACGS ASSET MANAGEMENT LP Service code 16 · EIN 13-3575636 | Consulting | $20,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$43,162 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,950 | $122,186+109.5% | $146,958+74.2% | $199,593+28.2% |
| Participation rate | 95.7% | 78.3%+17.4pp | 82.2%+13.5pp | 72.0%+23.7pp |
| Annual return | 18.84% | 30.56%-11.7pp | 418.34%-399.5pp | 34.25%-15.4pp |
| Employer contribution / active EE | $13,714 | $4,093+235.1% | $4,933+178.0% | $3,034+352.0% |
| Participant deferral / active EE | $18,115 | $8,502+113.1% | $8,070+124.5% | $5,087+256.1% |
| Admin fee / account holder | $99 | $179-44.6% | $12,998-99.2% | $269-63.2% |