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 35-1140070 | Contract Administrator | $17,980 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,259 |
KAMINSKY AND ASSOCIATES4+ years Service code 27 2340 DETROIT AVENUE, 3RD FLOOR · MAUMEE, OH 43537 | Advisory (Plan) | $2,777 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,104 | $59,186-32.2% | $76,768-47.8% | $56,287-28.7% |
| Participation rate | 89.6% | 75.2%+14.4pp | 77.0%+12.7pp | 69.9%+19.8pp |
| Annual return | -3.68% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,868 | $1,759+6.2% | $2,485-24.8% | $2,111-11.5% |
| Participant deferral / active EE | $2,895 | $3,255-11.0% | $3,852-24.8% | $3,350-13.6% |
| Admin fee / account holder | $243 | $489-50.4% | $6,675-96.4% | $521-53.4% |