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 |
|---|---|---|
HASKELL & WHITE LLP2+ years Service code 10 · EIN 33-0310569 | Accounting | $13,700 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $3,370 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $495 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,600 | $69,977-9.1% | $108,579-41.4% | $62,891+1.1% |
| Participation rate | 89.9% | 72.9%+17.0pp | 79.6%+10.3pp | 69.3%+20.6pp |
| Annual return | 7.94% | 10.73%-2.8pp | -51.70%+59.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,497 | $2,135-29.9% | $3,758-60.2% | $2,281-34.4% |
| Participant deferral / active EE | $4,462 | $3,165+41.0% | $4,311+3.5% | $3,203+39.3% |
| Admin fee / account holder | $153 | $5,076-97.0% | $7,645-98.0% | $4,296-96.4% |