Filed December 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 |
|---|---|---|
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $19,313 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $12,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,660 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,572 | $104,475+63.3% | $159,436+7.0% | $79,386+114.9% |
| Participation rate | 98.4% | 76.6%+21.8pp | 82.8%+15.6pp | 70.7%+27.7pp |
| Annual return | 20.34% | 67.95%-47.6pp | 263.57%-243.2pp | 116.85%-96.5pp |
| Employer contribution / active EE | $12,661 | $3,417+270.6% | $4,829+162.2% | $2,427+421.6% |
| Participant deferral / active EE | $20,477 | $6,467+216.6% | $7,352+178.5% | $4,046+406.2% |
| Admin fee / account holder | $51 | $711-92.8% | $10,799-99.5% | $626-91.8% |