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 |
|---|---|---|
BUKATY COMPANIES O'RENICK WEALTH4+ years Service code 27 · EIN 43-1451524 | Advisory (Plan) | $31,250 |
VESTAL & WILER CPAS3 years Filed as: VESTAL & WILER, CPA'S Service code 10 · EIN 59-3198021 | Accounting | $18,525 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $16,831 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,181 | $56,443-58.9% | $83,848-72.4% | $55,725-58.4% |
| Participation rate | 75.0% | 72.0%+2.9pp | 76.1%-1.2pp | 70.9%+4.1pp |
| Annual return | -4.25% | 393.67%-397.9pp | 850.88%-855.1pp | 244.93%-249.2pp |
| Employer contribution / active EE | $431 | $2,682-83.9% | $3,631-88.1% | $2,078-79.3% |
| Participant deferral / active EE | $1,850 | $2,965-37.6% | $4,082-54.7% | $3,356-44.9% |
| Admin fee / account holder | $85 | $156-45.7% | $5,478-98.5% | $115-26.3% |