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: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,088 |
HOBE & LUCAS, CPA'S4+ years Filed as: HOBE & LUCAS CERTIFIED PUBLIC ACCOU Service code 50 4807 ROCKSIDE ROAD STE #510 · INDEPENDENCE, OH 44131 | Direct Payment | $6,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,047 | $77,813-40.8% | $123,544-62.7% | $64,186-28.3% |
| Participation rate | 77.2% | 74.7%+2.5pp | 82.3%-5.1pp | 69.6%+7.6pp |
| Annual return | -5.75% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $215 | $3,014-92.9% | $4,628-95.4% | $2,381-91.0% |
| Participant deferral / active EE | $2,206 | $5,240-57.9% | $6,426-65.7% | $3,470-36.4% |
| Admin fee / account holder | $167 | $5,519-97.0% | $9,284-98.2% | $4,888-96.6% |