Filed January 17, 2023
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 | $5,530 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,734 | $79,523+68.2% | $140,016-4.5% | $56,287+137.6% |
| Participation rate | 81.0% | 85.7%-4.8pp | 87.5%-6.5pp | 69.9%+11.1pp |
| Annual return | 3.60% | 2.39%+1.2pp | 651.12%-647.5pp | -9.96%+13.6pp |
| Employer contribution / active EE | $2,379 | $3,350-29.0% | $5,606-57.6% | $2,111+12.7% |
| Participant deferral / active EE | $7,861 | $5,129+53.3% | $6,927+13.5% | $3,350+134.7% |
| Admin fee / account holder | $124 | $614-79.9% | $10,705-98.8% | $521-76.3% |