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 | $46,464-30.5% | $150,298-78.5% | $79,634-59.5% |
| Participation rate | 74.5% | 57.0%+17.5pp | 77.8%-3.3pp | 62.5%+12.0pp |
| Annual return | 12.26% | 27.89%-15.6pp | 62.79%-50.5pp | 36.46%-24.2pp |
| Employer contribution / active EE | $1,166 | $1,512-22.8% | $4,154-71.9% | $2,529-53.9% |
| Participant deferral / active EE | $1,829 | $2,157-15.2% | $5,453-66.5% | $3,835-52.3% |
| Admin fee / account holder | $192 | $891-78.5% | $14,116-98.6% | $1,002-80.9% |