Filed December 15, 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 8-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 |
|---|---|---|
NIXON PEABODY LLP2 years Service code 29 · EIN 16-0764720 | Legal | $73,244 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $69,852 |
CAMMACK LARHETTE ADVISORS3+ years Service code 16 · EIN 20-4668732 | Consulting | $51,819 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 23 · EIN 22-1211670 | Insurance services | $2,260 |
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$65,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $213,134 | $92,091+131.4% | $62,995+238.3% | $77,958+173.4% |
| Participation rate | 68.1% | 74.5%-6.4pp | 74.8%-6.7pp | 71.6%-3.6pp |
| Annual return | 55.83% | 16.23%+39.6pp | 87.57%-31.7pp | 20.87%+35.0pp |
| Employer contribution / active EE | $4,571 | $3,424+33.5% | $2,759+65.7% | $2,310+97.8% |
| Participant deferral / active EE | $2,146 | $3,361-36.1% | $3,329-35.5% | $3,537-39.3% |
| Admin fee / account holder | $34 | $48-29.8% | $3,600-99.1% | $97-65.4% |