Filed January 6, 2022 (most recent of 3 filings on file)
Total covered: 139 employees
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 | $188,200 |
MERCER4 years Service code 27 · EIN 61-0736136 | Advisory (Plan) | $22,023 |
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 | $203,012 | $122,854+65.2% | $184,200+10.2% | $199,768+1.6% |
| Participation rate | 99.5% | 87.0%+12.5pp | 86.8%+12.7pp | 72.0%+27.5pp |
| Annual return | 16.45% | 143.99%-127.5pp | 28.80%-12.4pp | 34.26%-17.8pp |
| Employer contribution / active EE | $5,536 | $4,588+20.7% | $6,424-13.8% | $3,037+82.3% |
| Participant deferral / active EE | $11,066 | $7,995+38.4% | $9,132+21.2% | $5,090+117.4% |
| Admin fee / account holder | $92 | $120-23.7% | $13,907-99.3% | $269-65.9% |