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 |
|---|---|---|
ASCENSUS LLC1 year Service code 16 · EIN 82-3719843 | Consulting | $17,704 |
MORNINGSTAR6+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,315 |
GEFFEN MESHER4 years Filed as: GEFFEN MESHER & COMPANY, P.C Service code 10 · EIN 93-1042710 | Accounting | $8,200 |
PACIFIC PORTFOLIO CONSULTING6+ years Filed as: PACIFIC PORTFOLIO CONSULTING, LLC Service code 26 · EIN 20-3430177 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $33,462 | $64,286-47.9% | $90,951-63.2% | $73,409-54.4% |
| Participation rate | 89.3% | 63.6%+25.7pp | 69.0%+20.3pp | 72.2%+17.1pp |
| Annual return | 16.40% | 21.45%-5.1pp | 134.60%-118.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $689 | $895-23.0% | $2,122-67.6% | $2,234-69.2% |
| Participant deferral / active EE | $3,911 | $2,453+59.4% | $3,373+15.9% | $3,805+2.8% |
| Admin fee / account holder | $175 | $287-39.0% | $5,959-97.1% | $158+10.9% |