Filed June 23, 2022
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $37,725 |
Service code 16 · EIN 47-1411118 | Consulting | $22,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,285 | $50,982-36.7% | $154,803-79.1% | $85,563-62.3% |
| Participation rate | 74.5% | 59.8%+14.7pp | 78.1%-3.6pp | 66.0%+8.5pp |
| Annual return | 12.26% | 30.35%-18.1pp | 58.88%-46.6pp | 31.51%-19.3pp |
| Employer contribution / active EE | $1,166 | $1,708-31.7% | $4,305-72.9% | $2,654-56.0% |
| Participant deferral / active EE | $1,829 | $2,474-26.1% | $5,540-67.0% | $4,375-58.2% |
| Admin fee / account holder | $192 | $846-77.3% | $14,329-98.7% | $834-77.0% |