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 fees; Recordkeeping and... | $105,475 |
IBEW LOCAL NO. 7 ANNUITY3 years Service code 14 · EIN 04-2733497 | Plan Administrator | $71,356 |
ZENITH AMERICAN SOLUTIONS4 years Service code 14 10 TECHNOLOGY DR · WALLINGFORD, CT 064921955 | Plan Administrator | $32,704 |
KRAKOW & SOURIS1 year Filed as: KRAKOW SOURIS & LANDRY Service code 29 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $12,064 |
NICHOLAS LAPIER CPA PC4 years Service code 10 · EIN 32-0048525 | Accounting | $11,972 |
Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,587 | $91,517-21.8% | $101,248-29.3% | $73,409-2.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 4.76% | 17.17%-12.4pp | 46.47%-41.7pp | 59.29%-54.5pp |
| Employer contribution / active EE | $4,148 | $2,877+44.2% | $3,660+13.4% | $2,234+85.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $232 | $216+7.3% | $5,945-96.1% | $158+46.7% |