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 | $221,544 |
MARSHFIELD CLINIC9+ years Service code 14 · EIN 39-0452970 | Plan Administrator | $139,690 |
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 | $123,083 | $68,330+80.1% | $149,673-17.8% | $96,393+27.7% |
| Participation rate | 94.1% | 74.6%+19.6pp | 78.8%+15.4pp | 71.3%+22.9pp |
| Annual return | 17.93% | 29.64%-11.7pp | 134.42%-116.5pp | 22.88%-4.9pp |
| Employer contribution / active EE | $2,416 | $2,139+12.9% | $4,818-49.8% | $3,238-25.4% |
| Participant deferral / active EE | $8,040 | $4,422+81.8% | $5,680+41.5% | $5,455+47.4% |
| Admin fee / account holder | $23 | $52-55.5% | $13,210-99.8% | $74-68.7% |