Filed June 1, 2023 (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 | $60,436 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $321,922 | $67,984+373.5% | $65,493+391.5% | $74,304+333.2% |
| Participation rate | 98.9% | 66.3%+32.6pp | 73.1%+25.8pp | 60.3%+38.6pp |
| Annual return | 11.46% | 19.87%-8.4pp | 982.45%-971.0pp | 29.43%-18.0pp |
| Employer contribution / active EE | $7,571 | $2,491+203.9% | $2,574+194.1% | $2,241+237.8% |
| Participant deferral / active EE | $9,039 | $3,346+170.1% | $3,961+128.2% | $3,767+139.9% |
| Admin fee / account holder | $235 | $1,373-82.9% | $5,028-95.3% | $2,969-92.1% |