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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Direct payment fr... | $95,322 |
Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 35-2552359 | Consulting | $18,000 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISORY SERVICES, LLC Service code 16 · EIN 74-2794194 | Consulting | $18,000 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $13,500 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $41,801 | $74,024-43.5% | $77,999-46.4% | $57,658-27.5% |
| Participation rate | 93.3% | 79.7%+13.5pp | 75.5%+17.7pp | 70.2%+23.0pp |
| Annual return | 6.76% | 12.14%-5.4pp | 425.96%-419.2pp | 5.13%+1.6pp |
| Employer contribution / active EE | $3,889 | $2,365+64.4% | $2,470+57.5% | $1,974+97.1% |
| Participant deferral / active EE | $3,868 | $3,533+9.5% | $3,497+10.6% | $3,061+26.4% |
| Admin fee / account holder | $208 | $93+123.2% | $5,480-96.2% | $95+120.0% |