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 9-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 |
|---|---|---|
BASS & LEMER LLP1+ years Service code 10 · EIN 13-1938264 | Accounting | $22,562 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $14,965 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,091 | $57,108+8.7% | $94,224-34.1% | $52,331+18.7% |
| Participation rate | 80.6% | 72.9%+7.6pp | 78.8%+1.8pp | 68.1%+12.5pp |
| Annual return | 0.16% | 1.47%-1.3pp | 10.68%-10.5pp | 4.54%-4.4pp |
| Employer contribution / active EE | $2,175 | $1,735+25.3% | $3,587-39.4% | $1,882+15.6% |
| Participant deferral / active EE | $5,604 | $3,040+84.4% | $4,320+29.7% | $3,022+85.4% |
| Admin fee / account holder | $242 | $546-55.7% | $6,269-96.1% | $592-59.1% |