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 9-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 |
|---|---|---|
MFA ASSET MANAGEMENT2+ years Service code 16 · EIN 04-3540481 | Consulting | $65,000 |
STOUT, CAUSEY & HORNING, P.A.2+ years Service code 10 · EIN 52-1743645 | Accounting | $6,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$132,609 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,835 | $80,360-51.7% | $90,160-56.9% | $77,958-50.2% |
| Participation rate | 94.9% | 81.9%+13.0pp | 76.9%+18.0pp | 71.6%+23.2pp |
| Annual return | 25.13% | 24.56%+0.6pp | 34.88%-9.8pp | 20.87%+4.3pp |
| Employer contribution / active EE | $1,716 | $2,326-26.2% | $3,318-48.3% | $2,310-25.7% |
| Participant deferral / active EE | $4,956 | $5,829-15.0% | $5,288-6.3% | $3,537+40.1% |
| Admin fee / account holder | $0 | $64-100.0% | $5,943-100.0% | $97-100.0% |