Filed November 17, 2017 (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 19 · EIN 51-0396365 | Securities Custodian | $62,596 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,000 |
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 | $217,119 | $67,984+219.4% | $65,493+231.5% | $74,304+192.2% |
| Participation rate | 80.3% | 66.3%+14.0pp | 73.1%+7.2pp | 60.3%+20.0pp |
| Annual return | 16.02% | 19.87%-3.8pp | 982.45%-966.4pp | 29.43%-13.4pp |
| Employer contribution / active EE | $5,184 | $2,491+108.1% | $2,574+101.4% | $2,241+131.3% |
| Participant deferral / active EE | $6,693 | $3,346+100.0% | $3,961+69.0% | $3,767+77.7% |
| Admin fee / account holder | $287 | $1,373-79.1% | $5,028-94.3% | $2,969-90.3% |