Filed August 8, 2024 (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 | $14,909 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $236,527 | $57,976+308.0% | $62,995+275.5% | $62,292+279.7% |
| Participation rate | 91.2% | 75.9%+15.2pp | 74.8%+16.3pp | 69.5%+21.6pp |
| Annual return | 15.10% | 17.54%-2.4pp | 87.57%-72.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $5,102 | $2,415+111.3% | $2,759+84.9% | $2,042+149.8% |
| Participant deferral / active EE | $6,689 | $2,956+126.3% | $3,329+100.9% | $3,169+111.1% |
| Admin fee / account holder | $113 | $276-58.9% | $3,600-96.9% | $479-76.4% |