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 |
|---|---|---|
ARTHUR W WOOD INC2 years Service code 27 · EIN 04-1984390 | Advisory (Plan) | $35,155 |
Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,458 | $66,310-11.8% | $93,606-37.5% | $65,185-10.3% |
| Participation rate | 70.4% | 74.0%-3.6pp | 75.8%-5.4pp | 70.2%+0.2pp |
| Annual return | 19.68% | 42.58%-22.9pp | 32.76%-13.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,570 | $2,012-22.0% | $2,718-42.2% | $2,177-27.9% |
| Participant deferral / active EE | $2,783 | $3,342-16.7% | $4,069-31.6% | $3,514-20.8% |
| Admin fee / account holder | $359 | $6,897-94.8% | $7,888-95.5% | $847-57.7% |