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 13 · EIN 06-1050034 | Contract Administrator | $119,336 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $24,648 |
PENSION ASSURANCE LLP3 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $10,500 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,776 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,444 | $130,141+14.8% | $86,677+72.4% | $77,904+91.8% |
| Participation rate | 98.6% | 85.9%+12.6pp | 76.6%+22.0pp | 73.7%+24.9pp |
| Annual return | -13.61% | -12.75%-0.9pp | 35.91%-49.5pp | 12.21%-25.8pp |
| Employer contribution / active EE | $4,083 | $3,220+26.8% | $2,836+44.0% | $2,848+43.4% |
| Participant deferral / active EE | $7,953 | $5,757+38.1% | $4,656+70.8% | $4,806+65.5% |
| Admin fee / account holder | $90 | $132-31.9% | $7,493-98.8% | $133-32.3% |