Filed March 5, 2021 (most recent of 5 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 37 · EIN 04-2647786 | Loan Processing | $597,706 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $44,439 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $14,790 |
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 | $123,481 | $69,238+78.3% | $185,823-33.5% | $101,517+21.6% |
| Participation rate | 77.4% | 73.5%+3.8pp | 81.7%-4.3pp | 74.6%+2.8pp |
| Annual return | 15.00% | 21.26%-6.3pp | 122.05%-107.0pp | 21.00%-6.0pp |
| Employer contribution / active EE | $2,569 | $2,104+22.1% | $5,167-50.3% | $2,973-13.6% |
| Participant deferral / active EE | $4,780 | $3,764+27.0% | $5,568-14.1% | $4,873-1.9% |
| Admin fee / account holder | $65 | $66-2.4% | $16,237-99.6% | $139-53.6% |