Filed July 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 37 · EIN 04-2647786 | Loan Processing | $24,243 |
WATHEN DESHONG & JUNCKER1 year Filed as: WATHEN, DESHONG & JUNCKER, L.L.P. Service code 10 · EIN 74-1694817 | Accounting | $12,000 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $8,750 |
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 | $83,836 | $106,236-21.1% | $112,228-25.3% | $64,808+29.4% |
| Participation rate | 83.2% | 71.7%+11.6pp | 75.1%+8.2pp | 71.5%+11.8pp |
| Annual return | -17.48% | -6.02%-11.5pp | 27.45%-44.9pp | 32.82%-50.3pp |
| Employer contribution / active EE | $3,530 | $3,166+11.5% | $3,635-2.9% | $2,506+40.9% |
| Participant deferral / active EE | $5,136 | $3,785+35.7% | $4,728+8.6% | $4,310+19.2% |
| Admin fee / account holder | $140 | $452-69.0% | $6,410-97.8% | $188-25.4% |