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: REGAL INVESTMENT ADVISORS Service code 99 · EIN 22-3844414 | Other Fees | $55,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $43,811 |
BOENNING & SCATTERGOOD1 year Filed as: BOENNING AND SCATTERGOOD Service code 99 · EIN 23-1720062 | Other Fees | $5,000 |
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 | $49,035 | $134,045-63.4% | $80,019-38.7% | $75,289-34.9% |
| Participation rate | 98.7% | 85.8%+12.9pp | 75.8%+22.8pp | 72.4%+26.2pp |
| Annual return | -1.77% | -0.56%-1.2pp | 11.22%-13.0pp | -0.04%-1.7pp |
| Employer contribution / active EE | $2,183 | $3,492-37.5% | $2,468-11.6% | $2,405-9.3% |
| Participant deferral / active EE | $2,616 | $4,976-47.4% | $3,686-29.0% | $3,739-30.0% |
| Admin fee / account holder | $34 | $124-72.7% | $6,521-99.5% | $102-66.9% |