Filed April 28, 2025
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 | $128,760 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,332 | $84,000-65.1% | $119,609-75.5% | $77,904-62.3% |
| Participation rate | 94.4% | 77.8%+16.6pp | 79.3%+15.2pp | 73.7%+20.7pp |
| Annual return | -13.99% | -11.59%-2.4pp | -14.97%+1.0pp | 12.21%-26.2pp |
| Employer contribution / active EE | $3,673 | $2,907+26.3% | $4,232-13.2% | $2,848+29.0% |
| Participant deferral / active EE | $1,740 | $4,705-63.0% | $5,602-68.9% | $4,806-63.8% |
| Admin fee / account holder | $79 | $116-31.5% | $10,323-99.2% | $133-40.1% |