Filed January 4, 2023 (most recent of 2 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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $16,492 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,327 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,019 | $99,016+31.3% | $93,789+38.6% | $66,914+94.3% |
| Participation rate | 78.0% | 82.1%-4.1pp | 81.0%-3.0pp | 69.8%+8.2pp |
| Annual return | -10.40% | -14.59%+4.2pp | -11.33%+0.9pp | 1.58%-12.0pp |
| Employer contribution / active EE | $9,718 | $4,769+103.8% | $4,323+124.8% | $2,544+281.9% |
| Participant deferral / active EE | $141 | $6,689-97.9% | $6,094-97.7% | $4,237-96.7% |
| Admin fee / account holder | $225 | $477-52.9% | $7,195-96.9% | $593-62.1% |