Filed January 29, 2019 (most recent of 3 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 | $2,980 |
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 | $74,249 | $65,061+14.1% | $143,757-48.4% | $66,914+11.0% |
| Participation rate | 98.0% | 65.2%+32.8pp | 80.3%+17.7pp | 69.8%+28.2pp |
| Annual return | -17.35% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $4,140 | $2,361+75.4% | $4,951-16.4% | $2,544+62.7% |
| Participant deferral / active EE | $7,341 | $2,919+151.5% | $5,637+30.2% | $4,237+73.3% |
| Admin fee / account holder | $25 | $502-95.0% | $14,673-99.8% | $593-95.8% |