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 |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $35,958 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN SUPERCONDUCTOR Service code 10 · EIN 04-2959321 | Accounting | $14,000 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 | Contract Administrator | $10,778 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,810 |
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 | $213,049 | $73,638+189.3% | $95,952+122.0% | $73,488+189.9% |
| Participation rate | 75.2% | 76.2%-1.0pp | 77.1%-1.9pp | 70.7%+4.5pp |
| Annual return | 21.11% | 16.78%+4.3pp | 91.61%-70.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $2,555 | $1,863+37.1% | $2,541+0.5% | $2,270+12.5% |
| Participant deferral / active EE | $10,041 | $3,617+177.6% | $4,167+141.0% | $3,740+168.5% |
| Admin fee / account holder | $12 | $482-97.5% | $6,795-99.8% | $513-97.6% |