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 |
|---|---|---|
PURSHE KAPLAN STERLING INV4 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $21,182 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,568 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,354 | $89,652-32.7% | $141,162-57.2% | $65,185-7.4% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.5%-4.4pp | 70.2%+7.8pp |
| Annual return | 27.10% | 32.79%-5.7pp | 71.39%-44.3pp | 29.38%-2.3pp |
| Employer contribution / active EE | $2,290 | $3,065-25.3% | $4,735-51.6% | $2,177+5.2% |
| Participant deferral / active EE | $5,273 | $5,691-7.4% | $6,709-21.4% | $3,514+50.1% |
| Admin fee / account holder | $20 | $569-96.5% | $10,261-99.8% | $847-97.6% |