Filed January 30, 2023 (most recent of 7 filings on file)
Total covered: 121 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 |
|---|---|---|
BKD, LLP3 years Filed as: BKD LLP CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $15,236 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,721 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,402 | $77,559-93.0% | $68,793-92.1% | $75,289-92.8% |
| Participation rate | 84.2% | 78.3%+5.9pp | 72.2%+11.9pp | 72.4%+11.8pp |
| Annual return | -5.54% | -1.01%-4.5pp | -4.63%-0.9pp | -0.04%-5.5pp |
| Employer contribution / active EE | $95 | $1,993-95.2% | $2,625-96.4% | $2,405-96.1% |
| Participant deferral / active EE | $985 | $3,128-68.5% | $3,311-70.3% | $3,739-73.7% |
| Admin fee / account holder | $6 | $90-93.8% | $5,131-99.9% | $102-94.5% |