Filed August 25, 2020 (most recent of 10 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 |
|---|---|---|
RESJ, PC2 years Filed as: RESJ Service code 10 · EIN 58-2647076 | Accounting | $15,750 |
Filed as: COMPERIO RETIREMENT CONSULTING INC Service code 49 · EIN 20-4798483 | Other Services | $5,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,077 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,519 | $119,446+10.1% | $150,045-12.3% | $85,563+53.7% |
| Participation rate | 81.5% | 75.4%+6.1pp | 82.3%-0.8pp | 66.0%+15.5pp |
| Annual return | 13.99% | 23.72%-9.7pp | 62.55%-48.6pp | 31.51%-17.5pp |
| Employer contribution / active EE | $3,148 | $4,078-22.8% | $4,693-32.9% | $2,654+18.6% |
| Participant deferral / active EE | $8,791 | $7,985+10.1% | $7,997+9.9% | $4,375+100.9% |
| Admin fee / account holder | $25 | $548-95.4% | $13,435-99.8% | $834-97.0% |