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: LAVINE,LOFGREN,MORRIS&EN Service code 10 · EIN 33-0690020 | Accounting | $14,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,763 |
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 | $35,912 | $48,261-25.6% | $68,793-47.8% | $55,725-35.6% |
| Participation rate | 91.2% | 71.0%+20.1pp | 72.2%+18.9pp | 70.9%+20.3pp |
| Annual return | -17.44% | -2.61%-14.8pp | -4.63%-12.8pp | 244.93%-262.4pp |
| Employer contribution / active EE | $1,122 | $1,742-35.6% | $2,625-57.2% | $2,078-46.0% |
| Participant deferral / active EE | $3,983 | $2,712+46.9% | $3,311+20.3% | $3,356+18.7% |
| Admin fee / account holder | $55 | $126-56.1% | $5,131-98.9% | $115-51.9% |