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: SOUTH EASTERN EMPLOYEE BENEFIT Service code 13 · EIN 20-5923747 1175 JOHN ST · WEST HENRIETTA, NY 145869102 | Contract Administrator | $1,650 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,868 | $78,485-41.6% | $106,213-56.8% | $74,495-38.4% |
| Participation rate | 0.0% | 72.8%-72.8pp | 75.3%-75.3pp | 67.2%-67.2pp |
| Annual return | 17.05% | 15.95%+1.1pp | 116.14%-99.1pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,643 | $2,523-34.9% | $3,171-48.2% | $2,623-37.4% |
| Participant deferral / active EE | $2,816 | $4,322-34.9% | $5,016-43.9% | $4,346-35.2% |
| Admin fee / account holder | $4 | $2,232-99.8% | $11,033-100.0% | $1,942-99.8% |