Filed January 8, 2021
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,011 |
MIDWEST CAPITAL ADVISORS, LLC11+ years Service code 27 · EIN 11-3673048 | Advisory (Plan) | $57,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,750 | $95,880+96.9% | $107,525+75.5% | $85,563+120.6% |
| Participation rate | 99.8% | 70.1%+29.7pp | 75.1%+24.7pp | 66.0%+33.8pp |
| Annual return | 19.39% | 68.06%-48.7pp | 181.32%-161.9pp | 31.51%-12.1pp |
| Employer contribution / active EE | $7,302 | $3,812+91.5% | $3,754+94.5% | $2,654+175.2% |
| Participant deferral / active EE | $10,966 | $4,201+161.0% | $5,116+114.4% | $4,375+150.6% |
| Admin fee / account holder | $278 | $1,025-72.9% | $8,919-96.9% | $834-66.7% |