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 |
|---|---|---|
Service code 13 · EIN 34-1781113 | Contract Administrator | $21,028 |
HILL WARD HENDERSON1 year Filed as: HILL BARTH & KING Service code 10 · EIN 34-1897225 | Accounting | $9,995 |
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,906 | $42,396-20.0% | $67,313-49.6% | $56,287-39.8% |
| Participation rate | 74.7% | 61.0%+13.7pp | 69.1%+5.6pp | 69.9%+4.8pp |
| Annual return | -8.00% | -36.63%+28.6pp | -4.08%-3.9pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,342 | $1,414-5.1% | $2,566-47.7% | $2,111-36.4% |
| Participant deferral / active EE | $1,630 | $2,360-30.9% | $3,568-54.3% | $3,350-51.4% |
| Admin fee / account holder | $267 | $510-47.5% | $4,507-94.1% | $521-48.7% |