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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $29,343 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,935 |
Filed as: GOLDBERG, YOLLES, AND LEPORE LLC Service code 27 · EIN 36-4019175 | Advisory (Plan) | $13,065 |
KWC PARTNERS, LLC1 year Service code 49 · EIN 20-0516895 | Other Services | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,637 | $73,125-23.9% | $125,175-55.6% | $77,787-28.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.8%+20.2pp | 73.2%+26.8pp |
| Annual return | 26.23% | 24.71%+1.5pp | 43.79%-17.6pp | 32.57%-6.3pp |
| Employer contribution / active EE | $2,719 | $2,413+12.7% | $3,865-29.6% | $2,504+8.6% |
| Participant deferral / active EE | $6,413 | $3,966+61.7% | $4,937+29.9% | $3,967+61.6% |
| Admin fee / account holder | $66 | $89-26.4% | $9,702-99.3% | $100-34.3% |