Filed May 18, 2023
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 |
|---|---|---|
BERKOWITZ POLLACK BRANT7 years Service code 10 · EIN 59-2742314 | Accounting | $26,082 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,876 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$113,864 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,019 | $88,982+148.4% | $102,438+115.8% | $77,671+184.6% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 18.41% | 25.01%-6.6pp | 29.37%-11.0pp | 31.21%-12.8pp |
| Employer contribution / active EE | $11,237 | $2,698+316.5% | $3,024+271.6% | $2,726+312.1% |
| Participant deferral / active EE | $10,470 | $5,144+103.6% | $5,054+107.2% | $4,648+125.3% |
| Admin fee / account holder | -$72 | $236-130.8% | $9,448-100.8% | $430-116.8% |