Filed July 26, 2024
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 4-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 64 · EIN 71-0294708 | Recordkeeping Fees | $141,984 |
THE WAGNER LAW GROUP4+ years Service code 29 · EIN 04-3323315 | Legal | $65,076 |
Filed as: ALBION CONSULTING Service code 99 · EIN 26-1644826 | Other Fees | $57,775 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 99 · EIN 36-4001764 | Other Fees | $33,125 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 99 PO BOX 200870 · DALLAS, TX 753200870 | Other Fees | $18,900 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 99 CROSSINGS PARK DRIVE WEST · WOODBURY, NY 117979816 | Other Fees | $16,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,822 |
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 | $70,830 | $122,186-42.0% | $146,958-51.8% | $199,593-64.5% |
| Participation rate | 88.6% | 78.3%+10.3pp | 82.2%+6.5pp | 72.0%+16.7pp |
| Annual return | 17.59% | 30.56%-13.0pp | 418.34%-400.8pp | 34.25%-16.7pp |
| Employer contribution / active EE | $5,562 | $4,093+35.9% | $4,933+12.7% | $3,034+83.3% |
| Participant deferral / active EE | $9,410 | $8,502+10.7% | $8,070+16.6% | $5,087+85.0% |
| Admin fee / account holder | $191 | $179+6.8% | $12,998-98.5% | $269-29.0% |