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 | $86,121 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 49 · EIN 11-2551174 | Other Services | $31,085 |
Service code 13 · EIN 13-3601506 4114 LEGATO ROAD STE 300 · FAIRFAX, VA 22033 | Contract Administrator | $11,585 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 | Other Services | $11,442 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 49 · EIN 93-0987232 1870 N HAYDEN RD STE 255 · SCOTTSDALE, AZ 852556787 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS, LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,745 | $101,317-4.5% | $146,958-34.2% | $74,495+29.9% |
| Participation rate | 88.4% | 75.5%+12.9pp | 82.2%+6.3pp | 67.2%+21.2pp |
| Annual return | 13.95% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,265 | $3,810-14.3% | $4,933-33.8% | $2,623+24.5% |
| Participant deferral / active EE | $11,794 | $7,303+61.5% | $8,070+46.1% | $4,346+171.4% |
| Admin fee / account holder | $404 | $1,739-76.7% | $12,998-96.9% | $1,942-79.2% |