Filed August 10, 2021 (most recent of 4 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 |
|---|---|---|
THE PFE GROUP1 year Service code 16 · EIN 71-1036677 | Consulting | $67,043 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $51,440 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$268,190 |
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 | $139,543 | $85,635+63.0% | $123,892+12.6% | $63,975+118.1% |
| Participation rate | 93.4% | 74.9%+18.5pp | 81.4%+12.0pp | 71.1%+22.3pp |
| Annual return | 11.13% | 15.74%-4.6pp | 47.52%-36.4pp | 48.65%-37.5pp |
| Employer contribution / active EE | $10,949 | $3,076+255.9% | $4,617+137.1% | $2,182+401.8% |
| Participant deferral / active EE | $14,532 | $5,667+156.5% | $5,984+142.8% | $3,356+333.0% |
| Admin fee / account holder | $57 | $75-24.2% | $8,357-99.3% | $70-19.4% |