Filed March 20, 2023 (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 27 · EIN 26-0070474 | Advisory (Plan) | $44,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,119 |
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 | $136,729 | $51,620+164.9% | $90,281+51.4% | $65,185+109.8% |
| Participation rate | 82.4% | 68.6%+13.7pp | 73.3%+9.1pp | 70.2%+12.2pp |
| Annual return | 22.08% | 24.94%-2.9pp | 78.10%-56.0pp | 29.38%-7.3pp |
| Employer contribution / active EE | $4,879 | $2,235+118.4% | $2,854+70.9% | $2,177+124.2% |
| Participant deferral / active EE | $7,002 | $2,871+143.9% | $3,885+80.2% | $3,514+99.3% |
| Admin fee / account holder | $483 | $384+25.6% | $5,351-91.0% | $847-43.0% |