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: JUDELSON, GIORDANO, & SIEGEL CPC PC Service code 10 · EIN 14-1619319 | Accounting | $17,500 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $300 |
Filed as: MESIROW FINANCIAL INVEST MGMT, INC. Service code 49 · EIN 36-3429599 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $85,746 | $71,192+20.4% | $117,854-27.2% | $62,292+37.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.64% | 18.66%-1.0pp | 335.08%-317.4pp | 28.90%-11.3pp |
| Employer contribution / active EE | $3,303 | $1,934+70.8% | $3,786-12.8% | $2,042+61.7% |
| Participant deferral / active EE | $5,061 | $3,189+58.7% | $4,482+12.9% | $3,169+59.7% |
| Admin fee / account holder | $88 | $587-85.0% | $8,020-98.9% | $479-81.6% |