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 |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $33,100 |
FAITH FINANCIAL ADVISORS, INC.1+ years Filed as: FAITH FINANCIAL ADVIORS Service code 27 · EIN 46-2912694 | Advisory (Plan) | $8,011 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES, DENNING AND CO LTD Service code 10 · EIN 31-1119890 | Accounting | $6,750 |
UNITED OF OMAHA1+ years Service code 52 · EIN 47-0322111 | Indirect Investment Fees | $5,409 |
UNITED OF OMAHA1+ years Filed as: MUTUAL OF OMAHA Service code 49 · EIN 47-0246511 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,291 | $45,283-2.2% | $155,790-71.6% | $52,331-15.4% |
| Participation rate | 80.6% | 62.2%+18.4pp | 76.1%+4.5pp | 68.1%+12.5pp |
| Annual return | -4.58% | 1.80%-6.4pp | 71.54%-76.1pp | 4.54%-9.1pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,836-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,631 | $2,854-7.8% | $4,797-45.2% | $3,022-13.0% |
| Admin fee / account holder | $433 | $981-55.9% | $7,478-94.2% | $592-26.8% |