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 |
|---|---|---|
STEGNER INVESTMENT ASSOCIATES5+ years Service code 27 233 BRECKENRIDGE LANE · LOUISVILLE, KY 40207 | Advisory (Plan) | $80,000 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS INC Service code 10 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Accounting | $30,082 |
DEAN DORTON ALLEN FORD, PLLC5+ years Service code 10 500 WEST JEFFERSON STREET, STE 1400 · LOUISVILLE, KY 40202 | Accounting | $25,850 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $245,874 | $67,598+263.7% | $75,886+224.0% | $77,787+216.1% |
| Participation rate | 98.4% | 69.6%+28.8pp | 69.3%+29.1pp | 73.2%+25.2pp |
| Annual return | 24.70% | 23.18%+1.5pp | 30.76%-6.1pp | 32.57%-7.9pp |
| Employer contribution / active EE | $9,271 | $2,430+281.6% | $2,500+270.8% | $2,504+270.2% |
| Participant deferral / active EE | $9,613 | $3,502+174.5% | $3,603+166.8% | $3,967+142.3% |
| Admin fee / account holder | $93 | $96-3.8% | $5,418-98.3% | $100-7.4% |