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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,940 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 16 · EIN 36-2708660 | Consulting | $10,223 |
BDO USA, LLP2 years Filed as: BDO Service code 70 · EIN 13-5381590 | Consulting Fees | $6,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,353 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $167,730 | $75,388+122.5% | $123,544+35.8% | $55,725+201.0% |
| Participation rate | 80.2% | 75.7%+4.5pp | 82.3%-2.1pp | 70.9%+9.3pp |
| Annual return | -2.97% | 4.48%-7.5pp | 119.20%-122.2pp | 244.93%-247.9pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,093 | $5,651+43.2% | $6,426+25.9% | $3,356+141.2% |
| Admin fee / account holder | -$6 | $120-105.0% | $9,284-100.1% | $115-105.2% |