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 |
|---|---|---|
CAMMACK LARHETTE ADVISORS3 years Service code 17 · EIN 20-4668732 | Pension Consulting | $78,863 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $27,330 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $8,769 |
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 | $177,826 | $84,948+109.3% | $70,449+152.4% | $73,409+142.2% |
| Participation rate | 96.1% | 79.9%+16.1pp | 75.1%+21.0pp | 72.2%+23.9pp |
| Annual return | 11.46% | 13.39%-1.9pp | 109.03%-97.6pp | 59.29%-47.8pp |
| Employer contribution / active EE | $4,413 | $2,834+55.7% | $2,737+61.3% | $2,234+97.6% |
| Participant deferral / active EE | $5,442 | $3,387+60.7% | $3,709+46.7% | $3,805+43.0% |
| Admin fee / account holder | $92 | $98-6.5% | $3,845-97.6% | $158-41.9% |