Filed May 13, 2021 (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 | $72,466 |
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 | $46,371 | $72,994-36.5% | $120,368-61.5% | $77,671-40.3% |
| Participation rate | 94.7% | 55.2%+39.4pp | 71.9%+22.8pp | 70.6%+24.1pp |
| Annual return | 12.77% | 18.23%-5.5pp | 107.26%-94.5pp | 31.21%-18.4pp |
| Employer contribution / active EE | $1,466 | $1,793-18.2% | $3,465-57.7% | $2,726-46.2% |
| Participant deferral / active EE | $4,312 | $3,011+43.2% | $4,991-13.6% | $4,648-7.2% |
| Admin fee / account holder | $246 | $658-62.7% | $9,429-97.4% | $430-42.9% |