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 |
|---|---|---|
ASHFORD/BERT REAMES4+ years Filed as: ASHFORD/BERT REAMS Service code 27 · EIN 59-3431998 | Advisory (Plan) | $174,248 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $111,651 |
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 | $31,949 | $45,382-29.6% | $154,107-79.3% | $75,289-57.6% |
| Participation rate | 71.8% | 65.9%+5.9pp | 83.0%-11.2pp | 72.4%-0.6pp |
| Annual return | -4.42% | -0.47%-4.0pp | 735.12%-739.5pp | -0.04%-4.4pp |
| Employer contribution / active EE | $1,312 | $1,533-14.4% | $5,298-75.2% | $2,405-45.5% |
| Participant deferral / active EE | $2,956 | $2,384+24.0% | $5,081-41.8% | $3,739-20.9% |
| Admin fee / account holder | $256 | $89+186.8% | $13,411-98.1% | $102+150.4% |