Filed November 18, 2021 (most recent of 3 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 | $52,703 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $146,168 | $111,491+31.1% | $189,513-22.9% | $86,799+68.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 15.88% | 83.50%-67.6pp | 555.15%-539.3pp | 97.91%-82.0pp |
| Employer contribution / active EE | $3,089 | $3,951-21.8% | $6,162-49.9% | $2,405+28.4% |
| Participant deferral / active EE | $6,514 | $6,437+1.2% | $8,221-20.8% | $4,131+57.7% |
| Admin fee / account holder | $158 | $189-16.4% | $12,045-98.7% | $170-6.9% |