Filed December 17, 2021 (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 | $45,243 |
Service code 49 · EIN 52-2114207 | Other Services | $15,055 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,088 | $53,901+56.0% | $134,143-37.3% | $73,488+14.4% |
| Participation rate | 70.8% | 62.8%+8.0pp | 72.2%-1.4pp | 70.7%+0.1pp |
| Annual return | 12.63% | 15.82%-3.2pp | 36.33%-23.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $322 | $1,458-77.9% | $3,704-91.3% | $2,270-85.8% |
| Participant deferral / active EE | $2,931 | $2,739+7.0% | $3,499-16.2% | $3,740-21.6% |
| Admin fee / account holder | $184 | $581-68.3% | $6,684-97.2% | $513-64.2% |