Filed February 13, 2021 (most recent of 14 filings on file)
Total covered: 4,407 employees
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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,068,216 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,321 | $178,759+20.5% | $102,423+110.2% | $106,382+102.4% |
| Participation rate | 98.3% | 91.3%+7.0pp | 76.5%+21.9pp | 69.9%+28.5pp |
| Annual return | -20.21% | 17.23%-37.4pp | 29.32%-49.5pp | 17.37%-37.6pp |
| Employer contribution / active EE | $8,582 | $5,750+49.3% | $3,023+183.9% | $3,364+155.2% |
| Participant deferral / active EE | $14,384 | $9,466+52.0% | $5,053+184.7% | $5,569+158.3% |
| Admin fee / account holder | $16 | $62-74.9% | $9,451-99.8% | $79-80.3% |