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: G W HENSSLER&ASSOC LTD Service code 27 · EIN 58-2189215 | Advisory (Plan) | $14,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $681 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,328 | $89,652-45.0% | $141,162-65.1% | $65,185-24.3% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.5%-5.6pp | 70.2%+6.7pp |
| Annual return | 30.95% | 32.79%-1.8pp | 71.39%-40.4pp | 29.38%+1.6pp |
| Employer contribution / active EE | $1,211 | $3,065-60.5% | $4,735-74.4% | $2,177-44.3% |
| Participant deferral / active EE | $5,668 | $5,691-0.4% | $6,709-15.5% | $3,514+61.3% |
| Admin fee / account holder | $123 | $569-78.3% | $10,261-98.8% | $847-85.4% |