Filed August 26, 2022
Total covered: 2 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 | $16,142 |
INVESTMENT ADVISORS CORP1 year Filed as: INVESTMENT ADVISORS Service code 27 · EIN 36-3258176 | Advisory (Plan) | $12,424 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,601 | $69,745-81.9% | $67,511-81.3% | $74,546-83.1% |
| Participation rate | 92.3% | 71.3%+21.0pp | 72.9%+19.4pp | 67.2%+25.1pp |
| Annual return | 23.74% | -40.37%+64.1pp | 3517.41%-3493.7pp | 1366.03%-1342.3pp |
| Employer contribution / active EE | $964 | $2,705-64.4% | $2,733-64.7% | $2,624-63.3% |
| Participant deferral / active EE | $2,851 | $3,636-21.6% | $4,000-28.7% | $4,347-34.4% |
| Admin fee / account holder | $136 | $894-84.8% | $3,999-96.6% | $1,944-93.0% |