Filed June 29, 2021
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 | $60,704 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $49,973 |
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 | $55,948 | $86,897-35.6% | $151,611-63.1% | $64,808-13.7% |
| Participation rate | 95.6% | 87.3%+8.3pp | 87.5%+8.1pp | 71.5%+24.1pp |
| Annual return | -16.52% | -3.57%-12.9pp | 3.33%-19.8pp | 32.82%-49.3pp |
| Employer contribution / active EE | $3,376 | $4,010-15.8% | $6,166-45.2% | $2,506+34.7% |
| Participant deferral / active EE | $6,030 | $6,690-9.9% | $8,363-27.9% | $4,310+39.9% |
| Admin fee / account holder | $217 | $153+41.6% | $11,616-98.1% | $188+15.3% |