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: LIMESTONE PENSION ASSOCIATES INC. Service code 16 · EIN 51-0383217 1407 FOULK RD STE 100 · WILMINGTON, DE 198032700 | Consulting | $5,147 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,406 | $76,000-73.2% | $154,107-86.8% | $64,186-68.2% |
| Participation rate | 73.6% | 70.4%+3.1pp | 83.0%-9.5pp | 69.6%+4.0pp |
| Annual return | -5.44% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,639 | $3,351-51.1% | $5,298-69.1% | $2,381-31.1% |
| Participant deferral / active EE | $2,642 | $3,175-16.8% | $5,081-48.0% | $3,470-23.9% |
| Admin fee / account holder | $77 | $5,596-98.6% | $13,411-99.4% | $4,888-98.4% |