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 |
|---|---|---|
CRAIG & ASSOCIATES, LLC3 years Filed as: CRAIG & ASSOCIATES LLC Service code 10 3000 DUNDEE RD STE 321 · NORTHBROOK, IL 60062 | Accounting | $5,950 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,462 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 · EIN 26-4310632 | Other Services | $3 |
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 | $117,694 | $66,310+77.5% | $93,606+25.7% | $65,185+80.6% |
| Participation rate | 74.7% | 74.0%+0.7pp | 75.8%-1.1pp | 70.2%+4.5pp |
| Annual return | 26.03% | 42.58%-16.6pp | 32.76%-6.7pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,845 | $2,012-8.3% | $2,718-32.1% | $2,177-15.2% |
| Participant deferral / active EE | $5,619 | $3,342+68.1% | $4,069+38.1% | $3,514+59.9% |
| Admin fee / account holder | $52 | $6,897-99.2% | $7,888-99.3% | $847-93.8% |