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 9-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 |
|---|---|---|
CHESME CAPITAL MANAGEMENT2+ years Filed as: CHESME INC. DBA CHESME CAPITAL MGMT Service code 27 · EIN 20-0061957 | Advisory (Plan) | $252,733 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6202081 | Recordkeeping | $124,058 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,223 | $89,274-14.6% | $149,718-49.1% | $77,958-2.2% |
| Participation rate | 81.1% | 87.6%-6.5pp | 87.1%-6.0pp | 71.6%+9.4pp |
| Annual return | 427.92% | 20.36%+407.6pp | 1501.63%-1073.7pp | 20.87%+407.1pp |
| Employer contribution / active EE | $1,313 | $3,727-64.8% | $5,445-75.9% | $2,310-43.2% |
| Participant deferral / active EE | $3,322 | $5,382-38.3% | $6,569-49.4% | $3,537-6.1% |
| Admin fee / account holder | $182 | $240-24.0% | $11,283-98.4% | $97+87.1% |