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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS3 years Service code 16 · EIN 20-4668732 | Consulting | $65,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,941 |
STOWE & DEGON, LLC4+ years Filed as: STOWE & DEGON Service code 10 · EIN 04-3379904 | Accounting | $11,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$440,168 |
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 | $180,654 | $73,404+146.1% | $87,100+107.4% | $67,579+167.3% |
| Participation rate | 95.2% | 80.9%+14.3pp | 76.9%+18.3pp | 71.3%+23.9pp |
| Annual return | 31.83% | 48.29%-16.5pp | 28.19%+3.6pp | 378.56%-346.7pp |
| Employer contribution / active EE | $3,393 | $2,014+68.5% | $2,521+34.6% | $2,148+58.0% |
| Participant deferral / active EE | $11,178 | $3,913+185.7% | $4,049+176.1% | $3,539+215.8% |
| Admin fee / account holder | -$229 | $142-261.7% | $7,497-103.1% | $142-260.9% |