Filed June 5, 2023
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 04-2647786 | Contract Administrator | $198,136 |
FRANCIS LLC1 year Service code 26 · EIN 90-0142264 | Advisory (Participants) | $52,088 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $12,180 |
HAWLEY TROXELL7 years Service code 29 · EIN 82-0259668 | Legal | $6,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,553 | $76,173+14.9% | $81,382+7.6% | $199,593-56.1% |
| Participation rate | 95.4% | 76.3%+19.2pp | 69.5%+25.9pp | 72.0%+23.5pp |
| Annual return | 14.22% | 15.59%-1.4pp | 24.73%-10.5pp | 34.25%-20.0pp |
| Employer contribution / active EE | $4,781 | $2,792+71.2% | $2,463+94.1% | $3,034+57.6% |
| Participant deferral / active EE | $5,895 | $4,201+40.3% | $3,883+51.8% | $5,087+15.9% |
| Admin fee / account holder | $115 | $146-21.2% | $5,768-98.0% | $269-57.2% |