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 6-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 |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Other services; Participant loan proc... | $64,264 |
LBMC, PC2+ years Service code 10 · EIN 62-1199757 | Accounting | $15,500 |
FREEGULLIVER, LLC1 year Service code 26 · EIN 72-1498534 | Advisory (Participants) | $14,542 |
Filed as: FIDUCIARY CONSULTING GROUP, INC. Service code 12 · EIN 20-2807852 | Claims processing; Plan Administrator... | $13,088 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $3,790 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $187 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,097 | $52,293-84.5% | $178,490-95.5% | $73,409-89.0% |
| Participation rate | 80.7% | 65.3%+15.3pp | 81.9%-1.3pp | 72.2%+8.5pp |
| Annual return | 17.63% | 34.75%-17.1pp | 151.07%-133.4pp | 59.29%-41.7pp |
| Employer contribution / active EE | $620 | $1,735-64.3% | $5,011-87.6% | $2,234-72.3% |
| Participant deferral / active EE | $1,414 | $2,332-39.4% | $5,202-72.8% | $3,805-62.8% |
| Admin fee / account holder | $245 | $127+92.6% | $13,984-98.2% | $158+55.4% |