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 37 · EIN 04-2647786 | Loan Processing | $74,001 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,372 |
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $43,750 |
THOMPSON HINE2+ years Service code 29 · EIN 34-0575300 | Legal | $15,800 |
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 | $67,886 | $85,635-20.7% | $123,892-45.2% | $63,975+6.1% |
| Participation rate | 94.4% | 74.9%+19.5pp | 81.4%+13.0pp | 71.1%+23.3pp |
| Annual return | 7.87% | 15.74%-7.9pp | 47.52%-39.7pp | 48.65%-40.8pp |
| Employer contribution / active EE | $889 | $3,076-71.1% | $4,617-80.7% | $2,182-59.3% |
| Participant deferral / active EE | $6,202 | $5,667+9.4% | $5,984+3.6% | $3,356+84.8% |
| Admin fee / account holder | $52 | $75-31.1% | $8,357-99.4% | $70-26.7% |