Filed February 28, 2019
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 9-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 | $80,173 |
KORNERSTONE, INC.4 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $53,388 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $171,350 | $99,957+71.4% | $149,696+14.5% | $73,488+133.2% |
| Participation rate | 84.7% | 75.7%+9.0pp | 82.5%+2.3pp | 70.7%+14.1pp |
| Annual return | 13.23% | 53.87%-40.6pp | 276.60%-263.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $5,413 | $3,191+69.6% | $4,644+16.6% | $2,270+138.5% |
| Participant deferral / active EE | $9,255 | $6,073+52.4% | $6,842+35.3% | $3,740+147.5% |
| Admin fee / account holder | $542 | $551-1.6% | $9,309-94.2% | $513+5.6% |