Filed April 28, 2022 (most recent of 2 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 15 · EIN 35-0145825 | Recordkeeping | $108,190 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,821 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,910 | $47,456-43.3% | $172,739-84.4% | $77,787-65.4% |
| Participation rate | 89.0% | 66.3%+22.7pp | 82.6%+6.4pp | 73.2%+15.8pp |
| Annual return | 28.28% | 35.57%-7.3pp | 802.84%-774.6pp | 32.57%-4.3pp |
| Employer contribution / active EE | $1,381 | $1,574-12.3% | $5,143-73.1% | $2,504-44.9% |
| Participant deferral / active EE | $3,014 | $2,560+17.8% | $5,198-42.0% | $3,967-24.0% |
| Admin fee / account holder | $10 | $81-87.6% | $13,954-99.9% | $100-90.0% |