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 LLP6 years Service code 29 · EIN 13-3205994 | Legal | $27,524 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,018 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,511 |
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 | $67,274 | $64,612+4.1% | $86,436-22.2% | $64,808+3.8% |
| Participation rate | 85.3% | 81.5%+3.9pp | 80.3%+5.0pp | 71.5%+13.9pp |
| Annual return | -19.89% | 0.66%-20.5pp | 4394.89%-4414.8pp | 32.82%-52.7pp |
| Employer contribution / active EE | $1,894 | $2,744-31.0% | $3,769-49.8% | $2,506-24.4% |
| Participant deferral / active EE | $6,370 | $7,497-15.0% | $6,952-8.4% | $4,310+47.8% |
| Admin fee / account holder | $83 | $169-50.9% | $6,731-98.8% | $188-55.8% |