See peer percentile detail. $4.99 for your first month.
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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: PARK AVENUE SECURITY Service code 26 · EIN 13-4023176 | Advisory (Participants) | $29,586 |
Service code 15 · EIN 27-1033755 | Recordkeeping | $17,403 |
OBS FINANCIAL1 year Service code 27 · EIN 20-3889409 | Advisory (Plan) | $14,793 |
ERP RETIREMENT SERVICES1 year Filed as: ERP ACTUARIES & CONSULTANTS Service code 17 · EIN 20-4100804 | Pension Consulting | $13,017 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (other ... | $4,225 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,036 | $60,545-20.7% | $92,233-47.9% | $69,631-31.0% |
| Participation rate | 59.7% | 72.2%-12.5pp | 76.5%-16.8pp | 70.7%-11.0pp |
| Annual return | 116.87% | 19.71%+97.2pp | 176.28%-59.4pp | 27571.02%-27454.2pp |
| Employer contribution / active EE | $745 | $2,633-71.7% | $3,679-79.8% | $2,032-63.4% |
| Participant deferral / active EE | $3,012 | $2,828+6.5% | $3,897-22.7% | $3,224-6.6% |
| Admin fee / account holder | $148 | $145+2.5% | $5,194-97.1% | $110+34.4% |