Filed October 1, 2021
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 | $41,339 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC. Service code 49 · EIN 11-2551174 | Other Services | $19,997 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $4,624 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $91,651 | $91,407+0.3% | $135,903-32.6% | $71,457+28.3% |
| Participation rate | 87.2% | 75.7%+11.6pp | 81.9%+5.3pp | 67.9%+19.3pp |
| Annual return | 21.56% | 29.90%-8.3pp | 68.23%-46.7pp | 28.85%-7.3pp |
| Employer contribution / active EE | $2,674 | $3,703-27.8% | $4,856-44.9% | $2,588+3.3% |
| Participant deferral / active EE | $9,617 | $7,092+35.6% | $7,758+24.0% | $4,289+124.2% |
| Admin fee / account holder | $221 | $1,266-82.6% | $10,762-98.0% | $1,587-86.1% |