Filed July 10, 2023 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,719 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,239 |
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 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 | $121,401 | $51,620+135.2% | $90,281+34.5% | $65,185+86.2% |
| Participation rate | 98.1% | 68.6%+29.4pp | 73.3%+24.8pp | 70.2%+27.9pp |
| Annual return | 23.70% | 24.94%-1.2pp | 78.10%-54.4pp | 29.38%-5.7pp |
| Employer contribution / active EE | $5,133 | $2,235+129.7% | $2,854+79.8% | $2,177+135.8% |
| Participant deferral / active EE | $7,988 | $2,871+178.3% | $3,885+105.6% | $3,514+127.3% |
| Admin fee / account holder | $388 | $384+1.1% | $5,351-92.7% | $847-54.1% |