Filed August 3, 2023 (most recent of 3 filings on file)
Total covered: 616 employees
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 | $348,602 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,025 | $107,459-20.9% | $135,903-37.4% | $80,160+6.1% |
| Participation rate | 88.4% | 78.0%+10.4pp | 81.9%+6.5pp | 72.9%+15.5pp |
| Annual return | 8.04% | 91.91%-83.9pp | 68.23%-60.2pp | 40.38%-32.3pp |
| Employer contribution / active EE | $1,700 | $3,877-56.2% | $4,856-65.0% | $2,978-42.9% |
| Participant deferral / active EE | $9,642 | $8,195+17.7% | $7,758+24.3% | $5,017+92.2% |
| Admin fee / account holder | $76 | $127-40.1% | $10,762-99.3% | $145-47.6% |