Filed November 2, 2018
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 | $74,712 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,030 | $73,933+15.0% | $96,683-12.1% | $75,163+13.1% |
| Participation rate | 80.2% | 66.4%+13.8pp | 74.3%+5.9pp | 67.2%+13.0pp |
| Annual return | 14.88% | 26.70%-11.8pp | 35.69%-20.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $7,723 | $2,928+163.8% | $3,737+106.7% | $2,670+189.3% |
| Participant deferral / active EE | $1,825 | $3,659-50.1% | $4,878-62.6% | $4,125-55.8% |
| Admin fee / account holder | $812 | $5,216-84.4% | $6,730-87.9% | $5,651-85.6% |