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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $50,712 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $28,795 |
RSM US LLP1 year Filed as: MCGLADERY & PULLEN, LLP Service code 10 · EIN 42-0714325 | Accounting | $26,600 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $108,435 | $69,231+56.6% | $91,989+17.9% | $67,579+60.5% |
| Participation rate | 71.3% | 78.9%-7.6pp | 78.6%-7.3pp | 71.3%0pp |
| Annual return | 24.56% | 32.03%-7.5pp | 69.02%-44.5pp | 378.56%-354.0pp |
| Employer contribution / active EE | $2,508 | $2,284+9.8% | $3,452-27.3% | $2,148+16.8% |
| Participant deferral / active EE | $8,583 | $5,854+46.6% | $5,923+44.9% | $3,539+142.5% |
| Admin fee / account holder | $105 | $107-2.0% | $7,743-98.6% | $142-26.0% |