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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $576,609 |
CAMMACK LARHETTE ADVISORS3+ years Service code 16 · EIN 20-4668732 | Consulting | $106,250 |
CARON & BLETZER, PLLC3+ years Service code 10 · EIN 04-3499945 | Accounting | $12,459 |
Filed as: MID ATLANTIC CAPITAL CORP (SUNGUARD Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $89,259 | $44,989+98.4% | $170,442-47.6% | $77,958+14.5% |
| Participation rate | 99.9% | 64.6%+35.3pp | 83.6%+16.3pp | 71.6%+28.2pp |
| Annual return | 15.20% | 19.61%-4.4pp | 205.93%-190.7pp | 20.87%-5.7pp |
| Employer contribution / active EE | $2,775 | $1,466+89.2% | $5,433-48.9% | $2,310+20.1% |
| Participant deferral / active EE | $5,944 | $2,208+169.2% | $4,939+20.3% | $3,537+68.1% |
| Admin fee / account holder | $132 | $69+92.0% | $13,880-99.0% | $97+36.0% |