Filed July 14, 2022
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 64 · EIN 04-2647786 | Recordkeeping Fees | $4,375 |
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 | $58,446 | $75,183-22.3% | $123,892-52.8% | $55,167+5.9% |
| Participation rate | 95.0% | 72.8%+22.2pp | 81.4%+13.6pp | 69.0%+26.1pp |
| Annual return | 8.86% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $5,185 | $2,823+83.6% | $4,617+12.3% | $1,963+164.2% |
| Participant deferral / active EE | $5,051 | $5,084-0.7% | $5,984-15.6% | $3,054+65.4% |
| Admin fee / account holder | $20 | $663-97.0% | $8,357-99.8% | $504-96.0% |