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 |
|---|---|---|
INNOVATIVE PENSION CONSULTING2+ years Service code 13 PO BOX 255 · ROANOKE, IN 46783 | Contract Administrator | $11,841 |
DAHMS & YARIAN INC2+ years Service code 10 110 SOUTH COLUMBIA STREET · WARSAW, IN 46580 | Accounting | $9,413 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,075 |
EDWARD JONES1 year Service code 55 118 S MAIN ST STE 1 · GOSHEN, IN 46527 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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).
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 | $28,453 | $60,165-52.7% | $74,183-61.6% | $55,167-48.4% |
| Participation rate | 28.9% | 74.2%-45.2pp | 76.6%-47.7pp | 69.0%-40.1pp |
| Annual return | 28.68% | 10.00%+18.7pp | 17.74%+10.9pp | 169.23%-140.5pp |
| Employer contribution / active EE | $106 | $1,600-93.4% | $2,370-95.5% | $1,963-94.6% |
| Participant deferral / active EE | $723 | $2,973-75.7% | $3,550-79.6% | $3,054-76.3% |
| Admin fee / account holder | $193 | $419-54.0% | $5,586-96.5% | $504-61.7% |