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 | $70,576 |
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 | $85,328 | $48,698+75.2% | $93,606-8.8% | $199,593-57.2% |
| Participation rate | 95.6% | 63.5%+32.0pp | 68.7%+26.8pp | 72.0%+23.6pp |
| Annual return | 12.50% | 15.34%-2.8pp | 133.20%-120.7pp | 34.25%-21.8pp |
| Employer contribution / active EE | $2,031 | $1,135+79.0% | $2,420-16.1% | $3,034-33.1% |
| Participant deferral / active EE | $4,646 | $2,817+64.9% | $4,411+5.3% | $5,087-8.7% |
| Admin fee / account holder | $22 | $195-88.8% | $8,285-99.7% | $269-91.9% |