Filed September 22, 2021
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 15 · EIN 01-0233346 690 CANTON ST · WESTWOOD, MA 02090 | Recordkeeping | $46,852 |
THE SIEKMANN COMPANY2 years Service code 15 · EIN 31-0995736 9000 MEMORIAL DRIVE · PLAIN CITY, OH 43064 | Recordkeeping | $36,876 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,258 | $91,372-65.8% | $129,995-76.0% | $74,419-58.0% |
| Participation rate | 95.0% | 77.8%+17.2pp | 78.5%+16.5pp | 70.7%+24.3pp |
| Annual return | 32.94% | 23.21%+9.7pp | -137.18%+170.1pp | 34.38%-1.4pp |
| Employer contribution / active EE | $1,672 | $2,563-34.8% | $4,320-61.3% | $2,637-36.6% |
| Participant deferral / active EE | $3,114 | $4,721-34.0% | $5,820-46.5% | $4,528-31.2% |
| Admin fee / account holder | $147 | $283-48.0% | $10,614-98.6% | $348-57.6% |