Filed March 4, 2020 (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 13 · EIN 42-0127290 | Contract Administrator | $218,209 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $100,000 |
KPMG LLP1 year Filed as: KPMG LLP-DEPT 0922 Service code 10 · EIN 13-5565207 | Accounting | $33,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,198 | $48,669-1.0% | $93,654-48.5% | $199,768-75.9% |
| Participation rate | 45.3% | 63.7%-18.4pp | 68.7%-23.4pp | 72.0%-26.7pp |
| Annual return | 15.44% | 15.38%+0.1pp | 133.34%-117.9pp | 34.26%-18.8pp |
| Employer contribution / active EE | $593 | $1,137-47.9% | $2,421-75.5% | $3,037-80.5% |
| Participant deferral / active EE | $2,298 | $2,823-18.6% | $4,413-47.9% | $5,090-54.8% |
| Admin fee / account holder | $94 | $195-51.5% | $8,282-98.9% | $269-64.9% |