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 |
|---|---|---|
HALBERT HARGROVE GLOBAL ADVISORS5+ years Filed as: HALBERT, HARGROVE/RUSSELL, LLC Service code 27 P O BOX 1070 · LONG BEACH, CA 908019931 | Advisory (Plan) | $39,152 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,840 | $65,376+16.0% | $87,100-12.9% | $65,185+16.3% |
| Participation rate | 94.1% | 75.3%+18.8pp | 76.9%+17.3pp | 70.2%+23.9pp |
| Annual return | 22.25% | 31.27%-9.0pp | 28.19%-5.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $2,152 | $1,822+18.1% | $2,521-14.6% | $2,177-1.1% |
| Participant deferral / active EE | $4,278 | $3,388+26.3% | $4,049+5.7% | $3,514+21.8% |
| Admin fee / account holder | $135 | $520-74.1% | $7,497-98.2% | $847-84.1% |