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.2+ years Service code 10 · EIN 36-4458862 | Accounting | $13,988 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,735 | $58,726+54.5% | $92,233-1.6% | $62,292+45.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.53% | 43.62%-33.1pp | 176.28%-165.7pp | 28.90%-18.4pp |
| Employer contribution / active EE | $5,594 | $2,392+133.9% | $3,679+52.0% | $2,042+173.9% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $99 | $556-82.2% | $5,194-98.1% | $479-79.3% |