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 |
|---|---|---|
Filed as: DODSON, SHELTON & NELSON P.A. Service code 10 · EIN 56-1684013 | Accounting | $7,700 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,225 | $69,362-42.0% | $101,248-60.3% | $73,488-45.3% |
| Participation rate | 62.3% | 68.4%-6.1pp | 75.8%-13.5pp | 70.7%-8.4pp |
| Annual return | 17.73% | 18.46%-0.7pp | 46.47%-28.7pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,103 | $2,628-58.0% | $3,660-69.9% | $2,270-51.4% |
| Participant deferral / active EE | $3,348 | $3,300+1.5% | $4,370-23.4% | $3,740-10.5% |
| Admin fee / account holder | $30 | $704-95.8% | $5,945-99.5% | $513-94.2% |