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 | $4,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,382 | $44,989-5.8% | $170,442-75.1% | $77,958-45.6% |
| Participation rate | 63.4% | 64.6%-1.2pp | 83.6%-20.2pp | 71.6%-8.2pp |
| Annual return | 12.14% | 19.61%-7.5pp | 205.93%-193.8pp | 20.87%-8.7pp |
| Employer contribution / active EE | $2,027 | $1,466+38.2% | $5,433-62.7% | $2,310-12.3% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $5 | $69-92.1% | $13,880-100.0% | $97-94.4% |