Filed March 7, 2022 (most recent of 2 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 06-1050034 | Contract Administrator | $224,474 |
KRAFT CPAS, PLLC5+ years Filed as: KRAFT CPA'S PLLC Service code 10 · EIN 62-0713250 | Accounting | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,510 | $113,995-40.8% | $127,761-47.2% | $77,787-13.2% |
| Participation rate | 95.2% | 85.7%+9.5pp | 79.0%+16.2pp | 73.2%+22.0pp |
| Annual return | 21.06% | 26.09%-5.0pp | 26.14%-5.1pp | 32.57%-11.5pp |
| Employer contribution / active EE | $2,842 | $6,012-52.7% | $4,574-37.9% | $2,504+13.5% |
| Participant deferral / active EE | $4,091 | $7,267-43.7% | $6,021-32.1% | $3,967+3.1% |
| Admin fee / account holder | $115 | $108+7.0% | $9,395-98.8% | $100+15.3% |