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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $384,309 |
AMERICAN FUNDS6+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $75,000 |
MMA SECURITIES LLC5 years Filed as: MARSH USA INC Service code 22 · EIN 36-6056987 | Insurance Broker | $39,455 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $22,688 |
MCDERMOTT WILL & EMERY LLP6+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $12,260 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $131,443 | $146,341-10.2% | $98,907+32.9% | $93,223+41.0% |
| Participation rate | 95.8% | 89.3%+6.5pp | 76.0%+19.8pp | 74.9%+20.9pp |
| Annual return | 13.16% | 16.85%-3.7pp | 196.43%-183.3pp | 19.29%-6.1pp |
| Employer contribution / active EE | $866 | $4,823-82.0% | $2,689-67.8% | $2,680-67.7% |
| Participant deferral / active EE | $8,017 | $7,126+12.5% | $4,244+88.9% | $4,563+75.7% |
| Admin fee / account holder | $80 | $63+27.2% | $6,642-98.8% | $79+0.8% |