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 |
|---|---|---|
MANN, WEITZ AND ASSOCIATES LLC1+ years Filed as: MANN. WEITZ & ASSOCIATES L.L.C Service code 10 · EIN 36-3963131 | Accounting | $11,400 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,456 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES, I Service code 33 · EIN 59-1531281 | Securities brokerage; Securities brok... | $0 |
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 | $66,788 | $48,277+38.3% | $63,517+5.2% | $55,191+21.0% |
| Participation rate | 88.1% | 69.4%+18.7pp | 71.0%+17.0pp | 69.2%+18.9pp |
| Annual return | 2.64% | 2.37%+0.3pp | -70.30%+72.9pp | 10.78%-8.1pp |
| Employer contribution / active EE | $948 | $1,592-40.5% | $2,322-59.2% | $1,899-50.1% |
| Participant deferral / active EE | $6,227 | $2,432+156.0% | $2,953+110.9% | $3,046+104.4% |
| Admin fee / account holder | $61 | $86-29.3% | $5,892-99.0% | $91-33.1% |