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 |
|---|---|---|
BARNES WENDLING CPAS INC1 year Filed as: BARNES & WENDLING Service code 99 · EIN 34-1463411 | Other Fees | $13,000 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 | Other Fees | $10,190 |
Filed as: GLOBAL RETIREMENT SERVICES Service code 99 · EIN 47-1411118 | Other Fees | $0 |
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 | $73,063 | $60,545+20.7% | $92,233-20.8% | $69,631+4.9% |
| Participation rate | 88.2% | 72.2%+16.0pp | 76.5%+11.7pp | 70.7%+17.5pp |
| Annual return | 142.20% | 19.71%+122.5pp | 176.28%-34.1pp | 27571.02%-27428.8pp |
| Employer contribution / active EE | $1,607 | $2,633-39.0% | $3,679-56.3% | $2,032-20.9% |
| Participant deferral / active EE | $5,825 | $2,828+106.0% | $3,897+49.5% | $3,224+80.7% |
| Admin fee / account holder | $26 | $145-81.8% | $5,194-99.5% | $110-76.1% |