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 | $99,819 |
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 | $100,471 | $91,372+10.0% | $129,995-22.7% | $74,419+35.0% |
| Participation rate | 96.7% | 77.8%+18.9pp | 78.5%+18.2pp | 70.7%+25.9pp |
| Annual return | 20.95% | 23.21%-2.3pp | -137.18%+158.1pp | 34.38%-13.4pp |
| Employer contribution / active EE | $3,053 | $2,563+19.1% | $4,320-29.3% | $2,637+15.7% |
| Participant deferral / active EE | $5,594 | $4,721+18.5% | $5,820-3.9% | $4,528+23.5% |
| Admin fee / account holder | $217 | $283-23.3% | $10,614-98.0% | $348-37.5% |