Filed March 19, 2015 (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 | $124,765 |
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 | $126,412 | $84,993+48.7% | $129,995-2.8% | $80,160+57.7% |
| Participation rate | 98.5% | 79.5%+18.9pp | 78.5%+20.0pp | 72.9%+25.5pp |
| Annual return | 15.56% | 23.76%-8.2pp | -137.18%+152.7pp | 40.38%-24.8pp |
| Employer contribution / active EE | $6,281 | $3,051+105.9% | $4,320+45.4% | $2,978+110.9% |
| Participant deferral / active EE | $7,781 | $4,984+56.1% | $5,820+33.7% | $5,017+55.1% |
| Admin fee / account holder | $63 | $391-83.9% | $10,614-99.4% | $145-56.5% |