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 |
|---|---|---|
MORRISON COHEN LLP2 years Service code 29 · EIN 13-3205994 | Legal | $23,928 |
CITRIN COOPERMAN4+ years Service code 10 · EIN 22-2428965 | Accounting | $19,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,795 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,349 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $66,618 | $62,543+6.5% | $83,333-20.1% | $55,725+19.5% |
| Participation rate | 76.7% | 78.4%-1.7pp | 77.8%-1.1pp | 70.9%+5.8pp |
| Annual return | -28.42% | 14.85%-43.3pp | 10.63%-39.1pp | 244.93%-273.4pp |
| Employer contribution / active EE | $1,894 | $2,427-22.0% | $3,379-44.0% | $2,078-8.9% |
| Participant deferral / active EE | $5,940 | $5,682+4.5% | $5,565+6.7% | $3,356+77.0% |
| Admin fee / account holder | $132 | $103+28.2% | $7,510-98.2% | $115+14.7% |