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 | $21,662 |
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 | $146,541 | $140,190+4.5% | $115,756+26.6% | $77,904+88.1% |
| Participation rate | 97.9% | 81.0%+16.9pp | 77.1%+20.8pp | 73.7%+24.2pp |
| Annual return | -13.72% | -13.46%-0.3pp | 143.14%-156.9pp | 12.21%-25.9pp |
| Employer contribution / active EE | $6,659 | $3,169+110.1% | $3,793+75.6% | $2,848+133.8% |
| Participant deferral / active EE | $8,658 | $5,401+60.3% | $6,254+38.4% | $4,806+80.2% |
| Admin fee / account holder | $5 | $138-96.2% | $8,124-99.9% | $133-96.0% |