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 |
|---|---|---|
BARNES, IACCARINO & SHEPHERD LLP3+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,788 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,740 | $72,404-35.4% | $110,238-57.6% | $64,186-27.2% |
| Participation rate | 76.4% | 73.3%+3.1pp | 79.8%-3.4pp | 69.6%+6.8pp |
| Annual return | -5.16% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,000 | $2,282-12.4% | $3,826-47.7% | $2,381-16.0% |
| Participant deferral / active EE | $3,092 | $3,469-10.9% | $4,672-33.8% | $3,470-10.9% |
| Admin fee / account holder | $111 | $5,664-98.0% | $8,547-98.7% | $4,888-97.7% |