Filed July 2, 2024
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 | $102,277 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,803 | $71,142+20.6% | $119,609-28.3% | $64,808+32.4% |
| Participation rate | 97.6% | 78.6%+19.0pp | 79.3%+18.4pp | 71.5%+26.1pp |
| Annual return | -17.78% | -10.01%-7.8pp | -14.97%-2.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,827 | $2,497+13.2% | $4,232-33.2% | $2,506+12.8% |
| Participant deferral / active EE | $5,407 | $4,490+20.4% | $5,602-3.5% | $4,310+25.4% |
| Admin fee / account holder | $226 | $162+39.6% | $10,323-97.8% | $188+20.5% |