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 |
|---|---|---|
ANDREW FAIR, ESQ.1 year Filed as: ANDREW TRUONG/ACCTS Service code 13 REC-DIRECT BILL · SAN DIEGO, CA 921018156 | Contract Administrator | $47,110 |
CARON & BLETZER, PLLC2 years Service code 99 51 CHURCH STREET · KINGSTON, NH 03848 | Other Fees | $22,653 |
Filed as: CAPITAL GRP RETIREMENT PLAN SERVICE Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,225 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,437 | $63,114+10.0% | $92,893-25.3% | $65,185+6.5% |
| Participation rate | 88.1% | 68.8%+19.3pp | 76.0%+12.1pp | 70.2%+17.9pp |
| Annual return | 13.97% | 28.75%-14.8pp | 109.41%-95.4pp | 29.38%-15.4pp |
| Employer contribution / active EE | $30,454 | $2,571+1084.7% | $3,653+733.7% | $2,177+1299.1% |
| Participant deferral / active EE | $2,553 | $3,108-17.9% | $4,236-39.7% | $3,514-27.3% |
| Admin fee / account holder | $55 | $624-91.2% | $5,794-99.1% | $847-93.5% |