Filed September 7, 2021 (most recent of 5 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 |
|---|---|---|
THOMAS WEISEL PARTNERS6+ years Service code 17 · EIN 94-3310172 | Pension Consulting | $358,657 |
BRADY MARTZ & ASSOCIATES1 year Filed as: BRADY MARTZ & ASSOCIATES PC Service code 10 · EIN 45-0310328 | Accounting | $11,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,185 | $160,088+40.0% | $112,977+98.4% | $73,409+205.4% |
| Participation rate | 100.0% | 90.7%+9.3pp | 82.6%+17.4pp | 72.2%+27.8pp |
| Annual return | 11.80% | 17.93%-6.1pp | 24.24%-12.4pp | 59.29%-47.5pp |
| Employer contribution / active EE | $14,302 | $5,200+175.0% | $4,255+236.1% | $2,234+540.3% |
| Participant deferral / active EE | $10 | $8,024-99.9% | $5,836-99.8% | $3,805-99.7% |
| Admin fee / account holder | $964 | $133+626.3% | $6,294-84.7% | $158+510.5% |