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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY1+ years Service code 12 · EIN 62-0951563 | Contract Administrator; Claims proces... | $22,124 |
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 16 388 GREENWICH STREET · NEW YORK, NY 10013 | Consulting | $14,624 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,137 | $54,320-68.5% | $67,652-74.7% | $52,331-67.3% |
| Participation rate | 74.1% | 73.6%+0.5pp | 75.7%-1.6pp | 68.1%+6.0pp |
| Annual return | -0.92% | 6.81%-7.7pp | 6625.04%-6626.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $957 | $1,544-38.0% | $2,266-57.7% | $1,882-49.1% |
| Participant deferral / active EE | $1,330 | $2,950-54.9% | $3,560-62.6% | $3,022-56.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |