Filed May 10, 2022 (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 7-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 | $21,509 |
Filed as: FERMATA 401K, LLC Service code 27 · EIN 93-3957830 | Advisory (Plan) | $7,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,255 | $47,105-80.4% | $68,368-86.5% | $67,986-86.4% |
| Participation rate | 89.3% | 51.8%+37.5pp | 73.8%+15.5pp | 57.2%+32.0pp |
| Annual return | 18.76% | 48.37%-29.6pp | 292.57%-273.8pp | 31.67%-12.9pp |
| Employer contribution / active EE | $1,027 | $1,859-44.7% | $2,649-61.2% | $2,019-49.1% |
| Participant deferral / active EE | $1,902 | $2,374-19.9% | $4,123-53.9% | $3,358-43.4% |
| Admin fee / account holder | $181 | $2,435-92.6% | $5,150-96.5% | $3,203-94.4% |