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 | $231,918 |
KRAFT CPAS, PLLC1 year Filed as: KRAFT CPAS Service code 10 · EIN 62-0713250 | Accounting | $19,600 |
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 | $76,733 | $130,084-41.0% | $138,135-44.5% | $90,288-15.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 78.7%+21.3pp | 73.4%+26.6pp |
| Annual return | 18.46% | 14.63%+3.8pp | 20.51%-2.0pp | 53.97%-35.5pp |
| Employer contribution / active EE | $3,299 | $5,865-43.7% | $5,587-41.0% | $2,524+30.7% |
| Participant deferral / active EE | $4,609 | $7,099-35.1% | $6,431-28.3% | $4,232+8.9% |
| Admin fee / account holder | $122 | $187-34.4% | $11,856-99.0% | $114+7.3% |