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 |
|---|---|---|
KAUFMANN & GOBLE4+ years Filed as: KAUFMANN & GOBLE ASSOCIATES, INC. Service code 14 · EIN 94-2614826 | Plan Administrator | $157,872 |
MAMMINI COMPANY INC.1 year Service code 26 · EIN 47-0879697 | Advisory (Participants) | $34,202 |
GILBERT & SACKMAN4+ years Service code 29 · EIN 95-2906951 | Legal | $19,836 |
MATRIX TRUST COMPANY4+ years Service code 25 · EIN 75-3182674 | Directed Trustee | $17,436 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $16,500 |
SMACNA SAN DIEGO4+ years Service code 15 · EIN 95-6095549 | Recordkeeping | $12,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $66,601-100.0% | $92,893-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | 6.14% | 92.58%-86.4pp | 109.41%-103.3pp | 378.56%-372.4pp |
| Employer contribution / active EE | $2,010 | $2,775-27.6% | $3,653-45.0% | $2,148-6.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |