Filed August 28, 2020 (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 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 64 · EIN 04-2647786 | Recordkeeping Fees | $413,810 |
MARSHFIELD CLINIC3+ years Service code 14 · EIN 39-0452970 | Plan Administrator | $11,124 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,033 | $48,835+129.4% | $170,442-34.3% | $177,276-36.8% |
| Participation rate | 95.2% | 72.1%+23.1pp | 83.6%+11.6pp | 74.8%+20.4pp |
| Annual return | 20.30% | 19.44%+0.9pp | 205.93%-185.6pp | 21.25%-1.0pp |
| Employer contribution / active EE | $662 | $1,798-63.2% | $5,433-87.8% | $2,479-73.3% |
| Participant deferral / active EE | $4,942 | $2,757+79.2% | $4,9390% | $3,881+27.3% |
| Admin fee / account holder | $36 | $52-31.0% | $13,880-99.7% | $154-76.7% |