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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,525 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
GUMBINER SAVETT INC.1 year Filed as: GUMBINER SAVETT INC Service code 10 · EIN 95-2875688 | Accounting | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,738 | $89,355+9.4% | $141,162-30.8% | $72,985+33.9% |
| Participation rate | 74.7% | 75.1%-0.4pp | 82.5%-7.8pp | 69.5%+5.2pp |
| Annual return | 25.16% | 111.85%-86.7pp | 71.39%-46.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,961 | $5,418-45.4% | $6,709-55.9% | $3,607-17.9% |
| Admin fee / account holder | $699 | $5,958-88.3% | $10,261-93.2% | $5,124-86.4% |