Filed January 29, 2021 (most recent of 4 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 | $36,094 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $33,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,996 | $51,197+144.1% | $82,719+51.1% | $66,914+86.8% |
| Participation rate | 93.1% | 67.8%+25.3pp | 72.6%+20.6pp | 69.8%+23.3pp |
| Annual return | -15.37% | -9.64%-5.7pp | 701.18%-716.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,433 | $2,611+31.5% | $3,009+14.1% | $2,544+34.9% |
| Participant deferral / active EE | $9,355 | $3,458+170.5% | $4,395+112.9% | $4,237+120.8% |
| Admin fee / account holder | $522 | $416+25.7% | $5,329-90.2% | $593-12.0% |