Filed October 19, 2022
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 | $134,575 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SOLUTIONS, INC Service code 13 · EIN 73-1521434 | Contract Administrator | $83,637 |
MAI CAPITAL MANAGEMENT, LLC2 years Service code 27 · EIN 61-1495162 | Advisory (Plan) | $52,612 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SOLUTIONS, INC. Service code 13 | Contract Administrator | $8,231 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,906 | $44,897-84.6% | $85,009-91.9% | $199,768-96.5% |
| Participation rate | 73.3% | 45.7%+27.6pp | 67.5%+5.8pp | 72.0%+1.3pp |
| Annual return | 15.82% | 20.96%-5.1pp | 66.47%-50.6pp | 34.26%-18.4pp |
| Employer contribution / active EE | $327 | $1,365-76.1% | $2,728-88.0% | $3,037-89.2% |
| Participant deferral / active EE | $2,659 | $2,668-0.3% | $4,522-41.2% | $5,090-47.8% |
| Admin fee / account holder | $61 | $584-89.5% | $6,153-99.0% | $269-77.2% |