Filed December 30, 2021
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 |
|---|---|---|
Filed as: BEIRNE WEALTH CONSULTING Service code 16 · EIN 37-1707957 | Consulting | $13,814 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
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 | $96,648 | $79,523+21.5% | $140,016-31.0% | $56,287+71.7% |
| Participation rate | 98.4% | 85.7%+12.7pp | 87.5%+10.9pp | 69.9%+28.5pp |
| Annual return | -2.74% | 2.39%-5.1pp | 651.12%-653.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $3,599 | $3,350+7.4% | $5,606-35.8% | $2,111+70.5% |
| Participant deferral / active EE | $4,985 | $5,129-2.8% | $6,927-28.0% | $3,350+48.8% |
| Admin fee / account holder | $102 | $614-83.4% | $10,705-99.0% | $521-80.5% |