Filed December 18, 2023 (most recent of 4 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 | $230,127 |
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 | $80,105 | $44,626+79.5% | $86,188-7.1% | $80,160-0.1% |
| Participation rate | 96.2% | 63.5%+32.7pp | 69.0%+27.3pp | 72.9%+23.3pp |
| Annual return | 21.05% | 19.61%+1.4pp | 1168.45%-1147.4pp | 40.38%-19.3pp |
| Employer contribution / active EE | $3,999 | $1,099+263.9% | $2,380+68.0% | $2,978+34.3% |
| Participant deferral / active EE | $4,841 | $2,769+74.8% | $3,985+21.5% | $5,017-3.5% |
| Admin fee / account holder | $69 | $133-47.9% | $6,852-99.0% | $145-52.1% |