Filed February 3, 2020 (most recent of 3 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 4-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 06-1050034 | Contract Administrator | $3,940 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,298 | $37,213+2.9% | $156,549-75.5% | $63,975-40.1% |
| Participation rate | 72.4% | 65.0%+7.4pp | 84.0%-11.7pp | 71.1%+1.2pp |
| Annual return | 5.65% | 47.89%-42.2pp | 32.23%-26.6pp | 48.65%-43.0pp |
| Employer contribution / active EE | $2,243 | $1,357+65.3% | $5,501-59.2% | $2,182+2.8% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $56-91.6% | $13,027-100.0% | $70-93.3% |