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 9-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 |
|---|---|---|
CULLARI CARRICO LLC1 year Filed as: CULLARI CARRICO INC. Service code 10 76 FLORAL AVE · MURRAY HILL, NJ 07974 | Accounting | $28,000 |
RETIREWELL ADMINISTRATORS3 years Service code 15 1002 LINCOLN DRIVE W, STE H · MARLTON, NJ 08053 | Recordkeeping | $15,925 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,398 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,662 | $52,293-70.0% | $178,490-91.2% | $73,409-78.7% |
| Participation rate | 71.4% | 65.3%+6.0pp | 81.9%-10.5pp | 72.2%-0.8pp |
| Annual return | 2.73% | 34.75%-32.0pp | 151.07%-148.3pp | 59.29%-56.6pp |
| Employer contribution / active EE | $830 | $1,735-52.2% | $5,011-83.4% | $2,234-62.8% |
| Participant deferral / active EE | $1,015 | $2,332-56.5% | $5,202-80.5% | $3,805-73.3% |
| Admin fee / account holder | $127 | $127-0.3% | $13,984-99.1% | $158-19.6% |