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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $127,027 |
SUMMIT FINANCIAL CORPORATION2 years Service code 16 · EIN 04-3222046 | Consulting | $72,626 |
CARON & BLETZER, PLLC4+ years Filed as: CARON BLETZER Service code 16 · EIN 04-3499945 | Consulting | $9,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$274,922 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $475,605 | $89,652+430.5% | $141,162+236.9% | $65,185+629.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 20.54% | 32.79%-12.3pp | 71.39%-50.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $16,309 | $3,065+432.2% | $4,735+244.4% | $2,177+649.3% |
| Participant deferral / active EE | $10,834 | $5,691+90.4% | $6,709+61.5% | $3,514+208.3% |
| Admin fee / account holder | $1,423 | $569+150.4% | $10,261-86.1% | $847+68.0% |