Filed December 31, 2018
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 06-1050034 | Contract Administrator | $103,091 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $60,000 |
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 | $66,198 | $72,254-8.4% | $86,677-23.6% | $64,808+2.1% |
| Participation rate | 94.9% | 80.4%+14.5pp | 76.6%+18.3pp | 71.5%+23.4pp |
| Annual return | -12.30% | 392.42%-404.7pp | 35.91%-48.2pp | 32.82%-45.1pp |
| Employer contribution / active EE | $3,107 | $2,393+29.9% | $2,836+9.6% | $2,506+24.0% |
| Participant deferral / active EE | $9,297 | $4,658+99.6% | $4,656+99.7% | $4,310+115.7% |
| Admin fee / account holder | $233 | $174+33.9% | $7,493-96.9% | $188+24.0% |