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: PALMER RETIREMENT CONSULTING INC. Service code 27 6714 POINTE INVERNESS WAY · FORT WAYNE, IA 46804 | Advisory (Plan) | $23,153 |
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 | $52,506 | $58,879-10.8% | $178,490-70.6% | $73,488-28.6% |
| Participation rate | 97.4% | 66.2%+31.2pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 14.23% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $3,537 | $2,236+58.2% | $5,011-29.4% | $2,270+55.8% |
| Participant deferral / active EE | $4,720 | $2,567+83.9% | $5,202-9.3% | $3,740+26.2% |
| Admin fee / account holder | $167 | $400-58.2% | $13,984-98.8% | $513-67.4% |