Filed October 11, 2018
Total covered: 3 employees
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 60 · EIN 04-2647786 | Sub-TA Fees | $600 |
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 | $29,133 | $106,236-72.6% | $112,228-74.0% | $64,808-55.0% |
| Participation rate | 96.2% | 71.7%+24.5pp | 75.1%+21.1pp | 71.5%+24.7pp |
| Annual return | -14.01% | -6.02%-8.0pp | 27.45%-41.5pp | 32.82%-46.8pp |
| Employer contribution / active EE | $956 | $3,166-69.8% | $3,635-73.7% | $2,506-61.8% |
| Participant deferral / active EE | $3,654 | $3,785-3.5% | $4,728-22.7% | $4,310-15.2% |
| Admin fee / account holder | $1 | $452-99.7% | $6,410-100.0% | $188-99.3% |