Filed October 1, 2021 (most recent of 2 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 | $25,076 |
EIP CORP1 year Service code 13 · EIN 48-0949535 | Contract Administrator | $10,433 |
Filed as: CETERA ADVISORS INSURANCE SERVICE Service code 49 | Other Services | $8,103 |
Filed as: CETERA ADVISORS LLC Service code 49 · EIN 94-3145434 | Other Services | $0 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Filed as: WILSHIRE ASSOCIATES Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,546 | $48,570+47.3% | $130,648-45.2% | $72,985-2.0% |
| Participation rate | 70.5% | 58.6%+11.9pp | 71.7%-1.2pp | 69.5%+1.0pp |
| Annual return | 19.39% | 38.63%-19.2pp | 1708.96%-1689.6pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,213 | $1,334+65.9% | $4,092-45.9% | $2,440-9.3% |
| Participant deferral / active EE | $3,072 | $2,384+28.9% | $3,603-14.7% | $3,607-14.9% |
| Admin fee / account holder | $366 | $3,549-89.7% | $5,464-93.3% | $5,124-92.9% |