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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $155,310 |
HERRONPALMER1 year Service code 17 · EIN 46-5438594 | Pension Consulting | $73,114 |
FELDMAN, INGARDONA & CO.5 years Filed as: FELDMAN, INGARDONA Service code 27 · EIN 36-4137178 | Advisory (Plan) | $50,000 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $102,729 | $81,725+25.7% | $81,983+25.3% | $93,223+10.2% |
| Participation rate | 70.1% | 71.9%-1.8pp | 69.2%+0.9pp | 74.9%-4.8pp |
| Annual return | 16.61% | 20.25%-3.6pp | 41.31%-24.7pp | 19.29%-2.7pp |
| Employer contribution / active EE | $1,103 | $2,446-54.9% | $2,498-55.8% | $2,680-58.8% |
| Participant deferral / active EE | $3,834 | $3,747+2.3% | $3,722+3.0% | $4,563-16.0% |
| Admin fee / account holder | $46 | $92-49.7% | $5,664-99.2% | $79-41.5% |