Filed January 27, 2022 (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 52 · EIN 04-1590850 | Indirect Investment Fees | $15,477 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,274 | $39,245-30.5% | $64,105-57.5% | $52,331-47.9% |
| Participation rate | 79.6% | 58.2%+21.4pp | 68.2%+11.5pp | 68.1%+11.5pp |
| Annual return | 4.20% | 14.79%-10.6pp | 791.24%-787.0pp | 4.54%-0.3pp |
| Employer contribution / active EE | $628 | $736-14.7% | $1,820-65.5% | $1,882-66.6% |
| Participant deferral / active EE | $2,362 | $1,992+18.6% | $2,822-16.3% | $3,022-21.8% |
| Admin fee / account holder | $83 | $592-86.0% | $4,499-98.2% | $592-85.9% |