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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET ST · PHILADELPHIA, PA 19103 | Contract Administrator | $38,994 |
EFFICIENT ADVISORS4+ years Filed as: EFFICIENT ADVISORS, LLC Service code 28 1801 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $27,201 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,983 | $98,982+10.1% | $162,163-32.8% | $65,185+67.2% |
| Participation rate | 96.7% | 85.8%+10.9pp | 87.6%+9.1pp | 70.2%+26.5pp |
| Annual return | 2.47% | 24.84%-22.4pp | 115.59%-113.1pp | 29.38%-26.9pp |
| Employer contribution / active EE | $694 | $3,467-80.0% | $5,614-87.6% | $2,177-68.1% |
| Participant deferral / active EE | $6,150 | $5,384+14.2% | $7,298-15.7% | $3,514+75.0% |
| Admin fee / account holder | $300 | $596-49.7% | $10,843-97.2% | $847-64.6% |