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 | $446,588 |
MARSHFIELD CLINIC4+ years Service code 14 · EIN 39-0452970 | Plan Administrator | $19,300 |
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 | $100,481 | $44,007+128.3% | $154,107-34.8% | $68,904+45.8% |
| Participation rate | 95.2% | 70.0%+25.2pp | 83.0%+12.2pp | 74.1%+21.1pp |
| Annual return | -1.47% | 8.15%-9.6pp | 735.12%-736.6pp | 1.07%-2.5pp |
| Employer contribution / active EE | $859 | $1,732-50.4% | $5,298-83.8% | $2,540-66.2% |
| Participant deferral / active EE | $5,329 | $2,813+89.4% | $5,081+4.9% | $4,015+32.7% |
| Admin fee / account holder | $36 | $65-43.9% | $13,411-99.7% | $71-49.1% |