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 |
|---|---|---|
Filed as: WATKINS, PAWLICK, CALATI & PRIFITI Service code 29 · EIN 83-2893229 | Legal | $32,642 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $16,500 |
Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $15,045 |
Filed as: TIC MIDWEST Service code 14 · EIN 93-4217445 | Plan Administrator | $13,503 |
MARQUETTE ASSOCIATES7 years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
TIC INTERNATIONAL CORPORATION10+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $5,748 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,973 | $82,917+103.8% | $103,333+63.5% | $77,643+117.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.57% | 19.13%-3.6pp | 24.88%-9.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $9,682 | $3,552+172.6% | $3,868+150.3% | $2,726+255.2% |
| Participant deferral / active EE | $8,720 | $4,108+112.3% | $5,057+72.4% | $4,647+87.6% |
| Admin fee / account holder | $187 | $638-70.7% | $8,355-97.8% | $430-56.6% |