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 |
|---|---|---|
SCHWARTZ LASSON HARRIS LTD1+ years Filed as: SCHWARTZ, LASSON, HARRIS, LTD. Service code 10 · EIN 23-2391394 TWO WALNUT GROVE DRIVE · HORSHAM, PA 19044 | Accounting | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,375 | $39,245+61.5% | $64,105-1.1% | $52,331+21.1% |
| Participation rate | 70.6% | 58.2%+12.4pp | 68.2%+2.5pp | 68.1%+2.5pp |
| Annual return | -0.05% | 14.79%-14.8pp | 791.24%-791.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,478 | $736+100.8% | $1,820-18.8% | $1,882-21.4% |
| Participant deferral / active EE | $3,630 | $1,992+82.3% | $2,822+28.7% | $3,022+20.1% |
| Admin fee / account holder | $126 | $592-78.7% | $4,499-97.2% | $592-78.7% |