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 |
|---|---|---|
Service code 28 · EIN 71-0294708 | Investment Management | $30,372 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 66 | Insurance mortality and expense charge | $7,372 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 66 · EIN 31-4156830 | Insurance mortality and expense charge | $7,372 |
CARON & BLETZER, PLLC1 year Filed as: CARON AND BLETZER PLLC Service code 99 · EIN 11-1000111 | Other Fees | $5,059 |
Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 66 · EIN 13-5570651 | Insurance mortality and expense charge | $0 |
Employer contribution per participant 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 | $74,103 | $79,523-6.8% | $140,016-47.1% | $56,287+31.7% |
| Participation rate | 74.7% | 85.7%-11.0pp | 87.5%-12.8pp | 69.9%+4.9pp |
| Annual return | -4.82% | 2.39%-7.2pp | 651.12%-655.9pp | -9.96%+5.1pp |
| Employer contribution / active EE | $874 | $3,350-73.9% | $5,606-84.4% | $2,111-58.6% |
| Participant deferral / active EE | $4,315 | $5,129-15.9% | $6,927-37.7% | $3,350+28.8% |
| Admin fee / account holder | $47 | $614-92.4% | $10,705-99.6% | $521-91.0% |