Filed November 20, 2019 (most recent of 2 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 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 | $9,256 |
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 | $41,109 | $79,523-48.3% | $140,016-70.6% | $56,287-27.0% |
| Participation rate | 90.1% | 85.7%+4.4pp | 87.5%+2.6pp | 69.9%+20.2pp |
| Annual return | -6.22% | 2.39%-8.6pp | 651.12%-657.3pp | -9.96%+3.7pp |
| Employer contribution / active EE | $2,061 | $3,350-38.5% | $5,606-63.2% | $2,111-2.4% |
| Participant deferral / active EE | $3,116 | $5,129-39.2% | $6,927-55.0% | $3,350-7.0% |
| Admin fee / account holder | $80 | $614-87.0% | $10,705-99.3% | $521-84.7% |