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 |
|---|---|---|
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $9,795 |
EMPIRE VALUATION1 year Filed as: EMPIRE VALUATION CONSULTANTS LLC Service code 34 · EIN 20-0558284 | Direct payment from the plan; Valuati... | $8,490 |
BANKERS TRUST COMPANY1 year Filed as: BANKERS TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $7,500 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,264 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,968 | $39,819-39.8% | $67,834-64.7% | $57,658-58.4% |
| Participation rate | 75.9% | 61.2%+14.7pp | 68.8%+7.1pp | 70.2%+5.7pp |
| Annual return | 9.95% | 9.19%+0.8pp | 138.47%-128.5pp | 5.13%+4.8pp |
| Employer contribution / active EE | $979 | $1,277-23.3% | $2,403-59.3% | $1,974-50.4% |
| Participant deferral / active EE | $1,111 | $2,209-49.7% | $3,160-64.8% | $3,061-63.7% |
| Admin fee / account holder | $36 | $84-56.6% | $4,622-99.2% | $95-61.6% |