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 |
|---|---|---|
CARPENTER MORSE GROUP1 year Service code 10 2170 W. STATE ROAD 434 · LONGWOOD, FL 32779 | Accounting | $16,238 |
Service code 26 625 FOURTH AVENUE S · MINNEAPOLIS, MN 55415 | Advisory (Participants) | $9,506 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,296 | $89,652-61.7% | $141,162-75.7% | $65,185-47.4% |
| Participation rate | 79.2% | 74.7%+4.5pp | 82.5%-3.3pp | 70.2%+9.0pp |
| Annual return | 25.79% | 32.79%-7.0pp | 71.39%-45.6pp | 29.38%-3.6pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,086 | $5,691+6.9% | $6,709-9.3% | $3,514+73.2% |
| Admin fee / account holder | $12 | $569-97.9% | $10,261-99.9% | $847-98.6% |