Filed December 9, 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 5-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 |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,617 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 11101 SWITZER ROAD SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $11,659 |
LEGACY PROFESSIONALS LLP4 years Filed as: LEGACY ASSET MANAGEMENT, INC. Service code 26 · EIN 43-1451524 3411 RICHMOND AVE. · HOUSTON, TX 77046 | Advisory (Participants) | $11,344 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,375 | $92,090-46.4% | $106,201-53.5% | $77,671-36.4% |
| Participation rate | 97.5% | 81.0%+16.5pp | 75.3%+22.2pp | 70.6%+26.9pp |
| Annual return | 15.91% | 17.89%-2.0pp | 116.26%-100.3pp | 31.21%-15.3pp |
| Employer contribution / active EE | $2,658 | $3,368-21.1% | $3,170-16.1% | $2,726-2.5% |
| Participant deferral / active EE | $4,505 | $5,386-16.4% | $5,012-10.1% | $4,648-3.1% |
| Admin fee / account holder | $146 | $219-33.2% | $11,039-98.7% | $430-66.0% |