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 35-0472300 | Contract Administrator | $139,317 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 13 · EIN 06-1397347 | Contract Administrator | $21,746 |
Filed as: TRANSAMERICA CORPORATION Service code 13 · EIN 42-1484983 | Contract Administrator | $15,004 |
BKD, LLP1 year Filed as: DIXON HUGHES Service code 13 · EIN 56-0747981 | Contract Administrator | $13,050 |
USI CONSULTING GROUP6+ years Service code 13 · EIN 06-1053228 | Contract Administrator | $11,639 |
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 | $26,997 | $29,516-8.5% | $77,482-65.2% | $90,288-70.1% |
| Participation rate | 100.0% | 33.7%+66.3pp | 54.2%+45.8pp | 73.4%+26.6pp |
| Annual return | 13.15% | 231.18%-218.0pp | 54.79%-41.6pp | 53.97%-40.8pp |
| Employer contribution / active EE | $1,722 | $381+352.3% | $986+74.6% | $2,524-31.8% |
| Participant deferral / active EE | $2,469 | $944+161.6% | $1,861+32.7% | $4,232-41.7% |
| Admin fee / account holder | $50 | $106-53.1% | $2,858-98.3% | $114-56.5% |