Filed June 13, 2024 (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 13 · EIN 42-0127290 | Contract Administrator | $80,349 |
Service code 27 · EIN 45-3171273 | Advisory (Plan) | $54,627 |
GLENDIVE MEDICAL CENTER1 year Service code 10 · EIN 81-6016016 | Accounting | $14,051 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,012 | $50,815+26.0% | $155,509-58.8% | $77,643-17.6% |
| Participation rate | 97.1% | 63.1%+34.0pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 14.07% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,119 | $1,993+6.3% | $4,672-54.7% | $2,726-22.3% |
| Participant deferral / active EE | $5,423 | $2,822+92.2% | $5,626-3.6% | $4,647+16.7% |
| Admin fee / account holder | $308 | $437-29.4% | $15,912-98.1% | $430-28.3% |