Filed November 1, 2021 (most recent of 10 filings on file)
Total covered: 23 employees
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 | $58,685 |
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 | $129,536 | $100,923+28.4% | $150,045-13.7% | $74,304+74.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 16.55% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $6,100 | $3,463+76.1% | $4,693+30.0% | $2,241+172.2% |
| Participant deferral / active EE | $9,786 | $6,709+45.8% | $7,997+22.4% | $3,767+159.8% |
| Admin fee / account holder | $441 | $2,767-84.1% | $13,435-96.7% | $2,969-85.1% |