Filed February 10, 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 |
|---|---|---|
RAICH ENDE MALTER & CO. LLP2 years Service code 10 · EIN 11-2336434 | Accounting | $43,606 |
Filed as: WESTMINSTER CONSULTING Service code 17 · EIN 45-3679779 | Pension Consulting | $32,500 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS & GILBERT, LLP Service code 29 · EIN 13-1504385 | Legal | $7,132 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,228 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,870 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,755 | $155,795-52.0% | $136,294-45.2% | $69,631+7.4% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.3pp | 70.7%+24.5pp |
| Annual return | 25.73% | 232464.33%-232438.6pp | 5155.94%-5130.2pp | 27571.02%-27545.3pp |
| Employer contribution / active EE | $283 | $2,991-90.5% | $4,695-94.0% | $2,032-86.1% |
| Participant deferral / active EE | $6,979 | $5,394+29.4% | $6,247+11.7% | $3,224+116.5% |
| Admin fee / account holder | $172 | $128+34.4% | $9,243-98.1% | $110+56.1% |