Filed October 13, 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 | $27,568 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $24,931 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 · EIN 58-1485803 | Contract Administrator | $8,164 |
PENSION ASSURANCE LLP1 year Filed as: PENSION FINANCIAL SERVICES, IMC. Service code 13 | Contract Administrator | $8,064 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,766 | $58,926-54.6% | $97,226-72.5% | $74,495-64.1% |
| Participation rate | 87.3% | 63.5%+23.8pp | 72.7%+14.6pp | 67.2%+20.1pp |
| Annual return | 9.19% | 16.04%-6.8pp | 75.13%-65.9pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $332 | $1,894-82.4% | $2,729-87.8% | $2,623-87.3% |
| Participant deferral / active EE | $2,555 | $3,664-30.3% | $4,264-40.1% | $4,346-41.2% |
| Admin fee / account holder | $236 | $1,974-88.0% | $5,654-95.8% | $1,942-87.9% |