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 |
|---|---|---|
MERCER2+ years Service code 27 PO BOX 13793 · DALLAS, TX 75373 | Advisory (Plan) | $19,922 |
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP INC Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $6,500 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,530 |
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 | $137,740 | $74,024+86.1% | $77,999+76.6% | $57,658+138.9% |
| Participation rate | 80.2% | 79.7%+0.5pp | 75.5%+4.7pp | 70.2%+10.0pp |
| Annual return | 8.08% | 12.14%-4.1pp | 425.96%-417.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $4,483 | $2,365+89.5% | $2,470+81.5% | $1,974+127.1% |
| Participant deferral / active EE | $8,933 | $3,533+152.8% | $3,497+155.5% | $3,061+191.9% |
| Admin fee / account holder | $43 | $93-54.1% | $5,480-99.2% | $95-54.8% |