Filed October 9, 2020 (most recent of 4 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 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 06-1050034 | Contract Administrator | $108,187 |
STIFEL NICOLAUS & CO INC2 years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $57,453 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,799 | $42,901+46.4% | $91,220-31.2% | $64,808-3.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 73.2%+26.8pp | 71.5%+28.5pp |
| Annual return | -16.80% | -13.53%-3.3pp | 114.01%-130.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $4,486 | $1,571+185.6% | $2,850+57.4% | $2,506+79.0% |
| Participant deferral / active EE | $4,412 | $3,501+26.0% | $4,234+4.2% | $4,310+2.4% |
| Admin fee / account holder | $139 | $131+6.3% | $5,420-97.4% | $188-25.8% |