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 |
|---|---|---|
Filed as: PRIVATE CLIENT SERVICES, LLC Service code 27 2225 LEXINGTON RD. · LOUISVILLE, KY 40206 | Advisory (Plan) | $13,906 |
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $16,142 | $23,224-30.5% | $71,086-77.3% | $55,725-71.0% |
| Participation rate | 18.0% | 37.9%-19.9pp | 54.7%-36.7pp | 70.9%-52.9pp |
| Annual return | -3.71% | -2.87%-0.8pp | 650.59%-654.3pp | 244.93%-248.6pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $103 | $929-88.9% | $1,874-94.5% | $3,356-96.9% |
| Admin fee / account holder | $84 | $118-29.0% | $3,082-97.3% | $115-27.3% |