Filed December 7, 2017
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 | $25,616 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $122,395 | $52,279+134.1% | $89,391+36.9% | $79,858+53.3% |
| Participation rate | 91.3% | 57.5%+33.8pp | 68.0%+23.3pp | 69.6%+21.7pp |
| Annual return | 11.86% | 22.16%-10.3pp | 245.62%-233.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $8,304 | $1,572+428.4% | $2,586+221.2% | $2,471+236.1% |
| Participant deferral / active EE | $13,071 | $2,740+377.0% | $3,890+236.0% | $3,740+249.5% |
| Admin fee / account holder | $239 | $3,356-92.9% | $4,881-95.1% | $5,306-95.5% |