Filed September 13, 2024 (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 13 · EIN 42-0127290 | Contract Administrator | $120,236 |
Filed as: PAVILLION ADVISORY GROUP Service code 27 · EIN 41-1567437 | Advisory (Plan) | $17,721 |
REDPATH AND COMPANY2 years Filed as: REDPATH & CO Service code 10 · EIN 15-0428714 | Accounting | $10,600 |
US BANK2 years Service code 28 · EIN 31-0841363 | Investment Management | $9,558 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,168 | $221,442-48.9% | $92,233+22.7% | $77,958+45.2% |
| Participation rate | 97.1% | 79.6%+17.5pp | 76.5%+20.6pp | 71.6%+25.4pp |
| Annual return | 32.84% | 15.65%+17.2pp | 176.28%-143.4pp | 20.87%+12.0pp |
| Employer contribution / active EE | $2,884 | $3,226-10.6% | $3,679-21.6% | $2,310+24.8% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $40 | $210-81.1% | $5,194-99.2% | $97-59.4% |