Filed October 27, 2021 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $138,131 |
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 | $116,427 | $52,208+123.0% | $86,612+34.4% | $74,419+56.4% |
| Participation rate | 97.6% | 66.3%+31.3pp | 71.7%+25.9pp | 70.7%+26.9pp |
| Annual return | 17.46% | 44.46%-27.0pp | 591.07%-573.6pp | 34.38%-16.9pp |
| Employer contribution / active EE | $4,876 | $2,282+113.6% | $3,022+61.3% | $2,637+84.9% |
| Participant deferral / active EE | $10,560 | $3,383+212.1% | $4,438+138.0% | $4,528+133.2% |
| Admin fee / account holder | $90 | $319-71.8% | $5,614-98.4% | $348-74.1% |