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 5-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 |
|---|---|---|
HAWKINS PARNELL & YOUNG, LLP2 years Filed as: HAWKINS PARNELL & YOUNG LLP Service code 29 · EIN 58-0908407 | Legal | $40,040 |
SWEENY CONRAD1 year Filed as: SWEENY Service code 10 · EIN 91-1301672 | Accounting | $36,500 |
Service code 20 · EIN 82-1818132 | Valuation (appraisals, etc.); Direct ... | $25,000 |
SAVITNE1 year Service code 20 · EIN 95-4096489 | Valuation (appraisals, etc.); Trustee... | $8,773 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $226,064-100.0% | $182,532-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.4%-82.4pp |
| Annual return | -0.25% | 192.51%-192.8pp | 148.54%-148.8pp | 345.32%-345.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |