Filed November 8, 2021
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $144,030 |
NAWROCKI SMITH LLP2 years Service code 10 · EIN 74-3216978 | Accounting | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,127 | $130,224-20.8% | $197,124-47.7% | $79,634+29.5% |
| Participation rate | 99.6% | 87.8%+11.7pp | 86.7%+12.8pp | 62.5%+37.1pp |
| Annual return | 25.09% | 23.65%+1.4pp | 44.34%-19.3pp | 36.46%-11.4pp |
| Employer contribution / active EE | $145 | $4,314-96.6% | $6,227-97.7% | $2,529-94.3% |
| Participant deferral / active EE | $7,980 | $7,378+8.2% | $9,135-12.6% | $3,835+108.1% |
| Admin fee / account holder | $130 | $254-48.8% | $16,298-99.2% | $1,002-87.0% |