Filed April 28, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,379 |
Filed as: JACOBI CAPITAL MANAGEMENT, LLC Service code 27 · EIN 26-2934519 | Advisory (Plan) | $17,587 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 13 · EIN 20-4780677 | Contract Administrator | $5,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,769 | $70,908-18.5% | $98,907-41.6% | $73,488-21.4% |
| Participation rate | 59.4% | 73.8%-14.4pp | 76.0%-16.6pp | 70.7%-11.3pp |
| Annual return | 13.86% | 34.17%-20.3pp | 196.43%-182.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,156 | $2,036-43.3% | $2,689-57.0% | $2,270-49.1% |
| Participant deferral / active EE | $2,731 | $3,500-22.0% | $4,244-35.7% | $3,740-27.0% |
| Admin fee / account holder | $385 | $535-28.1% | $6,642-94.2% | $513-25.0% |