Filed September 30, 2022 (most recent of 3 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 | $141,641 |
Service code 28 · EIN 20-8874282 | Investment Management | $42,993 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $7,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,543 | $88,122+7.3% | $141,162-33.0% | $67,579+39.9% |
| Participation rate | 97.4% | 76.5%+20.9pp | 82.5%+14.9pp | 71.3%+26.1pp |
| Annual return | 25.67% | 75.40%-49.7pp | 71.39%-45.7pp | 378.56%-352.9pp |
| Employer contribution / active EE | $2,342 | $3,224-27.4% | $4,735-50.5% | $2,148+9.1% |
| Participant deferral / active EE | $8,019 | $5,958+34.6% | $6,709+19.5% | $3,539+126.6% |
| Admin fee / account holder | $138 | $131+5.4% | $10,261-98.7% | $142-3.1% |