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 |
|---|---|---|
RICHFORD HEALTH CENTER, INC.2 years Service code 35 · EIN 03-0215982 | Employee (plan sponsor) | $13,494 |
Filed as: FUTURE PLANNING ASSOCIATES INC Service code 15 · EIN 03-0271340 | Recordkeeping | $2,491 |
Filed as: TRANSAMERICA FINANICIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $808 |
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 | $48,931 | $58,879-16.9% | $178,490-72.6% | $73,488-33.4% |
| Participation rate | 87.6% | 66.2%+21.4pp | 81.9%+5.7pp | 70.7%+16.9pp |
| Annual return | 15.99% | 24.86%-8.9pp | 151.07%-135.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,156 | $2,236-3.6% | $5,011-57.0% | $2,270-5.0% |
| Participant deferral / active EE | $4,402 | $2,567+71.4% | $5,202-15.4% | $3,740+17.7% |
| Admin fee / account holder | $19 | $400-95.4% | $13,984-99.9% | $513-96.4% |