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 | $385,293 |
MARSHFIELD CLINIC6+ years Service code 14 · EIN 39-0452970 | Plan Administrator | $220,862 |
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 | $120,606 | $66,513+81.3% | $178,490-32.4% | $106,222+13.5% |
| Participation rate | 84.8% | 73.8%+11.0pp | 81.9%+2.9pp | 70.8%+14.0pp |
| Annual return | 16.01% | 21.81%-5.8pp | 151.07%-135.1pp | 21.69%-5.7pp |
| Employer contribution / active EE | $1,715 | $1,776-3.4% | $5,011-65.8% | $2,723-37.0% |
| Participant deferral / active EE | $5,158 | $3,679+40.2% | $5,202-0.8% | $4,600+12.1% |
| Admin fee / account holder | $46 | $53-14.9% | $13,984-99.7% | $78-42.0% |