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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 14 · EIN 06-1050034 | Plan Administrator | $125,487 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $23,251 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 10 · EIN 20-4751585 | Accounting | $23,032 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $140,592 | $100,801+39.5% | $149,696-6.1% | $73,409+91.5% |
| Participation rate | 93.4% | 77.7%+15.7pp | 82.5%+11.0pp | 72.2%+21.3pp |
| Annual return | 12.98% | 265.34%-252.4pp | 276.60%-263.6pp | 59.29%-46.3pp |
| Employer contribution / active EE | $3,861 | $3,312+16.6% | $4,644-16.9% | $2,234+72.9% |
| Participant deferral / active EE | $8,155 | $6,404+27.3% | $6,842+19.2% | $3,805+114.3% |
| Admin fee / account holder | $400 | $181+121.2% | $9,309-95.7% | $158+153.3% |