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 8-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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Plan) | $19,162 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Services | $8,623 |
ALGER1 year Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 13 · EIN 27-1878708 280 KENNETH DRIVE SUITE 110 · ROCHESTER, NY 14623 | Contract Administrator | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: ENHANCED RETIREMENT SOLUTIONS, LLC Service code 13 · EIN 27-1878708 280 KENNETH DRIVE, SUITE 110 · ROCHESTER, NY 14623 | Contract Administrator | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,044 | $49,138+54.8% | $84,015-9.5% | $65,185+16.7% |
| Participation rate | 70.5% | 60.7%+9.8pp | 69.0%+1.5pp | 70.2%+0.3pp |
| Annual return | 18.62% | 23.00%-4.4pp | 71.31%-52.7pp | 29.38%-10.8pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,254 | $2,397+35.8% | $3,239+0.5% | $3,514-7.4% |
| Admin fee / account holder | $299 | $543-45.0% | $6,101-95.1% | $847-64.7% |