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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $20,256 |
BKD, LLP4 years Filed as: BKD LLP Service code 10 910 E ST LOUIS STREET SUITE 200 · SPRINGFIELD, MO 658011190 | Accounting | $13,200 |
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 | $33,658 | $66,124-49.1% | $90,404-62.8% | $73,488-54.2% |
| Participation rate | 93.2% | 69.7%+23.6pp | 72.7%+20.6pp | 70.7%+22.6pp |
| Annual return | 13.23% | 17.65%-4.4pp | 1293.02%-1279.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,743 | $2,346-25.7% | $3,262-46.6% | $2,270-23.2% |
| Participant deferral / active EE | $1,734 | $3,039-42.9% | $3,963-56.2% | $3,740-53.6% |
| Admin fee / account holder | $214 | $396-45.9% | $5,611-96.2% | $513-58.2% |