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 |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.3+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $40,779 |
Filed as: MESIROW FINANCIAL Service code 51 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Mgmt Fees | $40,174 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,951 |
WAY, RAY, SHELTON & CO., P.C.3+ years Service code 49 216 MCFARLAND CIRCLE N · TUSCALOOSA, AL 35406 | Other Services | $9,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,193 | $65,592+2.4% | $90,160-25.5% | $69,631-3.5% |
| Participation rate | 83.0% | 77.6%+5.4pp | 76.9%+6.1pp | 70.7%+12.3pp |
| Annual return | 15.10% | 57.10%-42.0pp | 34.88%-19.8pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $456 | $2,193-79.2% | $3,318-86.3% | $2,032-77.6% |
| Participant deferral / active EE | $2,539 | $5,257-51.7% | $5,288-52.0% | $3,224-21.2% |
| Admin fee / account holder | $300 | $86+249.6% | $5,943-95.0% | $110+171.2% |