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 ASSOCIATES6+ years Service code 27 233 BRECKENRIDGE LANE · LOUISVILLE, KY 40207 | Advisory (Plan) | $80,000 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RPS INC Service code 10 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Accounting | $29,579 |
DEAN DORTON ALLEN FORD, PLLC6+ years Service code 10 435 N. WHITTINGTON PKWY, STE 400 · LOUISVILLE, KY 40222 | Accounting | $24,500 |
WITHUMSMITH+BROWN, PC1 year Filed as: FROST BROWN TODD Service code 10 P.O. BOX 70087 · LOUISVILLE, KY 402700087 | Accounting | $8,080 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $272,590 | $74,462+266.1% | $81,983+232.5% | $90,288+201.9% |
| Participation rate | 98.8% | 69.7%+29.1pp | 69.2%+29.5pp | 73.4%+25.4pp |
| Annual return | 15.49% | 17.56%-2.1pp | 41.31%-25.8pp | 53.97%-38.5pp |
| Employer contribution / active EE | $9,726 | $2,334+316.6% | $2,498+289.3% | $2,524+285.3% |
| Participant deferral / active EE | $10,010 | $3,602+177.9% | $3,722+168.9% | $4,232+136.5% |
| Admin fee / account holder | $94 | $98-3.6% | $5,664-98.3% | $114-17.2% |