Filed January 31, 2022 (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 |
|---|---|---|
Filed as: PEACH AND MCPHERSON Service code 10 · EIN 06-1190201 | Accounting | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,531 |
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 | $48,797 | $47,456+2.8% | $172,739-71.8% | $77,787-37.3% |
| Participation rate | 87.1% | 66.3%+20.9pp | 82.6%+4.5pp | 73.2%+13.9pp |
| Annual return | 20.41% | 35.57%-15.2pp | 802.84%-782.4pp | 32.57%-12.2pp |
| Employer contribution / active EE | $1,548 | $1,574-1.7% | $5,143-69.9% | $2,504-38.2% |
| Participant deferral / active EE | $3,026 | $2,560+18.2% | $5,198-41.8% | $3,967-23.7% |
| Admin fee / account holder | $18 | $81-78.0% | $13,954-99.9% | $100-82.3% |