Filed August 29, 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 42-0127290 | Contract Administrator | $30,178 |
Filed as: ONE AMERICA SECURITIES, INC. Service code 49 · EIN 35-1159900 | Other Services | $10,993 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 | Contract Administrator | $5,935 |
Filed as: COREBRIDGE VALIC Service code 13 1050 N WESTER STREET · AMARILLO, TX 791067011 | Contract Administrator | $1,452 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $40,066 | $138,347-71.0% | $184,203-78.2% | $80,856-50.4% |
| Participation rate | 98.8% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 12.86% | 20.02%-7.2pp | 28.81%-16.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,843 | $7,071-3.2% | $9,131-25.1% | $4,296+59.3% |
| Admin fee / account holder | $270 | $10,483-97.4% | $13,901-98.1% | $6,918-96.1% |