Filed June 16, 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 | $4,230 |
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 | $121,402 | $123,793-1.9% | $177,821-31.7% | $79,858+52.0% |
| Participation rate | 80.8% | 84.7%-3.8pp | 87.7%-6.9pp | 69.6%+11.2pp |
| Annual return | 29.37% | 22.82%+6.5pp | 48.32%-19.0pp | 31.71%-2.3pp |
| Employer contribution / active EE | $2,667 | $4,095-34.9% | $5,918-54.9% | $2,471+7.9% |
| Participant deferral / active EE | $6,056 | $5,956+1.7% | $7,714-21.5% | $3,740+61.9% |
| Admin fee / account holder | $120 | $7,243-98.3% | $12,427-99.0% | $5,306-97.7% |