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 | $56,317-83.6% | $71,209-87.0% | $74,304-87.5% |
| Participation rate | 89.3% | 55.1%+34.1pp | 73.8%+15.5pp | 60.3%+28.9pp |
| Annual return | 18.76% | 42.83%-24.1pp | 282.51%-263.7pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1,027 | $2,160-52.5% | $2,721-62.3% | $2,241-54.2% |
| Participant deferral / active EE | $1,902 | $2,788-31.8% | $4,175-54.4% | $3,767-49.5% |
| Admin fee / account holder | $181 | $2,290-92.1% | $5,349-96.6% | $2,969-93.9% |