Filed July 11, 2019 (most recent of 2 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 15 · EIN 01-0233346 | Recordkeeping | $1,517 |
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 | $52,977 | $48,576+9.1% | $169,463-68.7% | $56,287-5.9% |
| Participation rate | 94.4% | 65.8%+28.6pp | 77.8%+16.6pp | 69.9%+24.5pp |
| Annual return | -6.99% | -2.51%-4.5pp | 1.83%-8.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,182 | $1,559+40.0% | $4,159-47.5% | $2,111+3.4% |
| Participant deferral / active EE | $3,996 | $3,275+22.0% | $5,277-24.3% | $3,350+19.3% |
| Admin fee / account holder | $222 | $435-49.0% | $9,109-97.6% | $521-57.4% |