Filed November 16, 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 |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING5+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 26 · EIN 20-3430177 | Advisory (Participants) | $21,652 |
GEFFEN MESHER3 years Filed as: GEFFEN MESHER & COMPANY, P.C Service code 10 · EIN 93-1042710 | Accounting | $19,876 |
MORNINGSTAR5+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $10,312 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,312 |
MORAN KNOBEL3 years Service code 16 · EIN 91-0964302 | Consulting | $3,650 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 14 415 8TH AVE NE · BRAINERD, MN 56401 | Plan Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,921 | $40,174-15.6% | $84,015-59.6% | $67,579-49.8% |
| Participation rate | 80.8% | 62.7%+18.1pp | 69.0%+11.8pp | 71.3%+9.5pp |
| Annual return | 21.38% | 25.82%-4.4pp | 71.31%-49.9pp | 378.56%-357.2pp |
| Employer contribution / active EE | $640 | $808-20.8% | $1,983-67.7% | $2,148-70.2% |
| Participant deferral / active EE | $3,202 | $2,301+39.1% | $3,239-1.1% | $3,539-9.5% |
| Admin fee / account holder | $234 | $128+82.6% | $6,101-96.2% | $142+64.6% |