Filed December 27, 2021
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
VESTWELL3 years Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,813 | $55,472+34.9% | $155,567-51.9% | $74,546+0.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.38% | 268.72%-253.3pp | 64.74%-49.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $5,781 | $2,269+154.8% | $4,674+23.7% | $2,624+120.3% |
| Participant deferral / active EE | $4,746 | $2,838+67.2% | $5,628-15.7% | $4,347+9.2% |
| Admin fee / account holder | $272 | $1,743-84.4% | $15,916-98.3% | $1,944-86.0% |