Filed October 10, 2023
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 9-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 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $39,553 |
Service code 15 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Recordkeeping | $2,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,314 | $71,666-31.2% | $117,854-58.2% | $69,631-29.2% |
| Participation rate | 43.3% | 77.5%-34.2pp | 79.7%-36.3pp | 70.7%-27.4pp |
| Annual return | 16.24% | 18.86%-2.6pp | 335.08%-318.8pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,299 | $1,889-31.2% | $3,786-65.7% | $2,032-36.1% |
| Participant deferral / active EE | $1,864 | $3,340-44.2% | $4,482-58.4% | $3,224-42.2% |
| Admin fee / account holder | $241 | $120+100.4% | $8,020-97.0% | $110+118.4% |