Filed August 11, 2023
Total covered: 8 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 |
|---|---|---|
FID INV INST OPS CO10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $154,521 |
TIAA9 years Service code 13 · EIN 13-1624203 | Contract Administrator | $112,678 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,784 |
BAKER TILLY US, LLP3 years Service code 29 · EIN 30-1413443 | Legal | $8,450 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $182,922 | $113,293+61.5% | $67,502+171.0% | $199,593-8.4% |
| Participation rate | 93.9% | 73.3%+20.6pp | 72.9%+21.0pp | 72.0%+21.9pp |
| Annual return | 14.27% | 15.88%-1.6pp | 3512.12%-3497.9pp | 34.25%-20.0pp |
| Employer contribution / active EE | $7,247 | $3,401+113.1% | $2,731+165.4% | $3,034+138.8% |
| Participant deferral / active EE | $7,569 | $4,159+82.0% | $4,000+89.2% | $5,087+48.8% |
| Admin fee / account holder | $108 | $103+5.3% | $3,998-97.3% | $269-59.8% |