Filed April 3, 2025 (most recent of 14 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 | $28,919 |
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 | $188,699 | $148,970+26.7% | $136,007+38.7% | $199,768-5.5% |
| Participation rate | 99.2% | 79.4%+19.8pp | 76.5%+22.7pp | 72.0%+27.1pp |
| Annual return | 15.64% | 27.07%-11.4pp | 579.32%-563.7pp | 34.26%-18.6pp |
| Employer contribution / active EE | $6,439 | $3,561+80.8% | $4,215+52.8% | $3,037+112.0% |
| Participant deferral / active EE | $9,750 | $6,140+58.8% | $7,024+38.8% | $5,090+91.6% |
| Admin fee / account holder | $7 | $144-95.2% | $6,858-99.9% | $269-97.4% |