Filed October 16, 2020
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 |
|---|---|---|
VEERY CAPITAL1 year Service code 17 · EIN 83-1838623 | Pension Consulting | $40,659 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,544 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,250 | $65,946-61.7% | $81,783-69.1% | $77,671-67.5% |
| Participation rate | 97.7% | 65.8%+31.9pp | 72.4%+25.4pp | 70.6%+27.1pp |
| Annual return | 7.43% | 26.65%-19.2pp | 775.05%-767.6pp | 31.21%-23.8pp |
| Employer contribution / active EE | $704 | $2,371-70.3% | $2,913-75.8% | $2,726-74.2% |
| Participant deferral / active EE | $1,700 | $3,507-51.5% | $4,320-60.7% | $4,648-63.4% |
| Admin fee / account holder | $204 | $527-61.2% | $7,380-97.2% | $430-52.5% |