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: GREGORY J SCHWARTZ & CO., INC. Service code 26 · EIN 32-2117812 | Advisory (Participants) | $68,571 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $15,724 |
REHMANN ROBSON1 year Service code 10 · EIN 38-3567911 | Accounting | $13,500 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,319 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,472 | $185,342-73.3% | $111,297-55.5% | $86,799-43.0% |
| Participation rate | 79.0% | 81.0%-2.0pp | 77.3%+1.7pp | 72.3%+6.7pp |
| Annual return | 15.69% | 500.80%-485.1pp | 54.65%-39.0pp | 97.91%-82.2pp |
| Employer contribution / active EE | $832 | $2,246-63.0% | $2,731-69.5% | $2,405-65.4% |
| Participant deferral / active EE | $3,241 | $4,458-27.3% | $4,487-27.8% | $4,131-21.5% |
| Admin fee / account holder | $159 | $255-37.8% | $7,964-98.0% | $170-6.3% |