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 | $46,638 |
Service code 49 · EIN 52-2114207 | Other Services | $17,423 |
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 | $73,342 | $61,052+20.1% | $142,863-48.7% | $79,386-7.6% |
| Participation rate | 75.5% | 60.1%+15.4pp | 71.9%+3.6pp | 70.7%+4.8pp |
| Annual return | 13.93% | 16.02%-2.1pp | 5637.54%-5623.6pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,746 | $1,481+17.9% | $4,144-57.9% | $2,427-28.1% |
| Participant deferral / active EE | $3,302 | $2,879+14.7% | $3,837-14.0% | $4,046-18.4% |
| Admin fee / account holder | $160 | $659-75.7% | $6,560-97.6% | $626-74.4% |