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 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Contract Administrator | $2,922 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,339 |
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 | $123,548 | $69,362+78.1% | $101,248+22.0% | $73,488+68.1% |
| Participation rate | 99.4% | 68.4%+31.0pp | 75.8%+23.6pp | 70.7%+28.7pp |
| Annual return | 14.59% | 18.46%-3.9pp | 46.47%-31.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $854 | $2,628-67.5% | $3,660-76.7% | $2,270-62.4% |
| Participant deferral / active EE | $5,722 | $3,300+73.4% | $4,370+30.9% | $3,740+53.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |