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 | $274,971 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,427 |
PENSION ASSURANCE LLP1 year Service code 27 · EIN 30-0840934 | Advisory (Plan) | $9,500 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $8,600 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $58,409 | $176,491-66.9% | $95,952-39.1% | $90,288-35.3% |
| Participation rate | 93.2% | 86.6%+6.6pp | 77.1%+16.1pp | 73.4%+19.9pp |
| Annual return | 55.88% | 20.14%+35.7pp | 91.61%-35.7pp | 53.97%+1.9pp |
| Employer contribution / active EE | $1,334 | $2,789-52.2% | $2,541-47.5% | $2,524-47.2% |
| Participant deferral / active EE | $3,488 | $5,340-34.7% | $4,167-16.3% | $4,232-17.6% |
| Admin fee / account holder | $141 | $154-8.6% | $6,795-97.9% | $114+23.4% |