Filed January 22, 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 6-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 |
|---|---|---|
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $7,146 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,323 | $54,573+415.5% | $90,951+209.3% | $73,488+282.8% |
| Participation rate | 90.4% | 61.2%+29.3pp | 69.0%+21.4pp | 70.7%+19.8pp |
| Annual return | 18.99% | 16.69%+2.3pp | 134.60%-115.6pp | 28.51%-9.5pp |
| Employer contribution / active EE | $6,170 | $991+522.3% | $2,122+190.8% | $2,270+171.8% |
| Participant deferral / active EE | $10,131 | $2,517+302.5% | $3,373+200.4% | $3,740+170.9% |
| Admin fee / account holder | $94 | $521-82.0% | $5,959-98.4% | $513-81.7% |