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 17 · EIN 20-8532658 | Pension Consulting | $72,946 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $44,752 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN, ARASE, & CO., LLP Service code 10 · EIN 95-2036255 | Accounting | $10,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,769 | $85,135-6.3% | $98,907-19.4% | $73,409+8.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 19.21% | 19.14%+0.1pp | 196.43%-177.2pp | 59.29%-40.1pp |
| Employer contribution / active EE | $225 | $2,721-91.7% | $2,689-91.6% | $2,234-89.9% |
| Participant deferral / active EE | $3,869 | $4,349-11.0% | $4,244-8.8% | $3,805+1.7% |
| Admin fee / account holder | $98 | $139-29.4% | $6,642-98.5% | $158-37.7% |