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 |
|---|---|---|
PARK AVENUE SECURITIES LLC2+ years Service code 49 · EIN 13-4023176 | Other Services | $19,316 |
Filed as: MENGEL METZGER BARR & CO Service code 10 · EIN 16-1092347 | Accounting | $10,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,782 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,641 | $80,753-29.9% | $136,294-58.4% | $62,292-9.1% |
| Participation rate | 99.1% | 73.5%+25.6pp | 81.9%+17.2pp | 69.5%+29.6pp |
| Annual return | 20.56% | 35.83%-15.3pp | 5155.94%-5135.4pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,343 | $2,884-53.4% | $4,695-71.4% | $2,042-34.3% |
| Participant deferral / active EE | $5,993 | $5,164+16.0% | $6,247-4.1% | $3,169+89.1% |
| Admin fee / account holder | $122 | $525-76.7% | $9,243-98.7% | $479-74.4% |