Filed October 19, 2024 (most recent of 11 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 13 · EIN 42-0127290 | Contract Administrator | $281,655 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT Service code 27 · EIN 43-1451524 | Advisory (Plan) | $45,000 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $28,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,610 | $72,066-11.7% | $81,930-22.4% | $90,288-29.5% |
| Participation rate | 59.6% | 78.9%-19.3pp | 72.0%-12.4pp | 73.4%-13.7pp |
| Annual return | 14.69% | 15.92%-1.2pp | 29.49%-14.8pp | 53.97%-39.3pp |
| Employer contribution / active EE | $1,435 | $2,335-38.6% | $4,310-66.7% | $2,524-43.2% |
| Participant deferral / active EE | $3,238 | $3,557-9.0% | $7,107-54.4% | $4,232-23.5% |
| Admin fee / account holder | $146 | $92+57.5% | $5,158-97.2% | $114+27.7% |