Filed April 2, 2019
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 15 · EIN 13-3689044 | Recordkeeping | $20,279 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,715 | $91,407-32.5% | $135,903-54.6% | $71,457-13.6% |
| Participation rate | 95.2% | 75.7%+19.6pp | 81.9%+13.3pp | 67.9%+27.3pp |
| Annual return | 39.10% | 29.90%+9.2pp | 68.23%-29.1pp | 28.85%+10.3pp |
| Employer contribution / active EE | $2,845 | $3,703-23.2% | $4,856-41.4% | $2,588+9.9% |
| Participant deferral / active EE | $8,136 | $7,092+14.7% | $7,758+4.9% | $4,289+89.7% |
| Admin fee / account holder | $121 | $1,266-90.5% | $10,762-98.9% | $1,587-92.4% |