Filed October 1, 2020
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 7-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 13-1624203 | Contract Administrator | $37,884 |
KEVIN GRAHAM1+ years Service code 16 · EIN 12-6626346 | Consulting | $14,715 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,332 | $62,928-80.4% | $172,739-92.9% | $67,579-81.8% |
| Participation rate | 97.3% | 64.5%+32.8pp | 82.6%+14.6pp | 71.3%+26.0pp |
| Annual return | 18.65% | 30.36%-11.7pp | 802.84%-784.2pp | 378.56%-359.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,199 | $2,145+2.5% | $5,198-57.7% | $3,539-37.9% |
| Admin fee / account holder | $52 | $167-68.7% | $13,954-99.6% | $142-63.4% |