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 |
|---|---|---|
GILMORE JASION MAHLER, LTD2+ years Filed as: GILMORE JASION MAHLER Service code 99 · EIN 34-1827159 551 LAKE CASCADES PARKWAY · FINDLAY, OH 458391106 | Other Fees | $17,000 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $3,451 |
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 | $57,514 | $75,284-23.6% | $91,001-36.8% | $69,631-17.4% |
| Participation rate | 86.7% | 80.4%+6.3pp | 75.6%+11.1pp | 70.7%+16.0pp |
| Annual return | 40.50% | 48.40%-7.9pp | 4.60%+35.9pp | 27571.02%-27530.5pp |
| Employer contribution / active EE | $1,010 | $2,473-59.2% | $2,456-58.9% | $2,032-50.3% |
| Participant deferral / active EE | $3,193 | $3,700-13.7% | $3,547-10.0% | $3,224-1.0% |
| Admin fee / account holder | $67 | $111-39.1% | $5,417-98.8% | $110-39.1% |