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 | $43,174 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $38,015 |
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 | $140,886 | $60,323+133.6% | $81,812+72.2% | $74,495+89.1% |
| Participation rate | 96.4% | 62.9%+33.6pp | 72.3%+24.1pp | 67.2%+29.2pp |
| Annual return | 13.69% | 16.90%-3.2pp | 773.79%-760.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,822 | $2,620+45.8% | $2,912+31.2% | $2,623+45.7% |
| Participant deferral / active EE | $10,012 | $3,387+195.6% | $4,319+131.8% | $4,346+130.4% |
| Admin fee / account holder | $556 | $1,486-62.6% | $7,386-92.5% | $1,942-71.4% |