Filed August 4, 2023 (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 5-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 |
|---|---|---|
DEMARCO, KINNAMAN, LEWIS & CO.1+ years Service code 10 · EIN 36-4458862 | Accounting | $13,861 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,382 | $52,884+65.2% | $84,750+3.1% | $55,167+58.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.53% | 18.03%-10.5pp | 22.78%-15.3pp | 169.23%-161.7pp |
| Employer contribution / active EE | $6,728 | $2,233+201.2% | $3,574+88.2% | $1,963+242.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $96 | $581-83.5% | $5,332-98.2% | $504-80.9% |