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 REAMES5+ years Filed as: ASHFORD/BERT REAMS Service code 27 · EIN 59-3431998 | Advisory (Plan) | $194,308 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $138,076 |
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 | $38,764 | $47,456-18.3% | $172,739-77.6% | $77,787-50.2% |
| Participation rate | 77.5% | 66.3%+11.2pp | 82.6%-5.2pp | 73.2%+4.3pp |
| Annual return | 21.73% | 35.57%-13.8pp | 802.84%-781.1pp | 32.57%-10.8pp |
| Employer contribution / active EE | $1,483 | $1,574-5.8% | $5,143-71.2% | $2,504-40.8% |
| Participant deferral / active EE | $3,206 | $2,560+25.2% | $5,198-38.3% | $3,967-19.2% |
| Admin fee / account holder | $266 | $81+228.9% | $13,954-98.1% | $100+165.7% |