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 |
|---|---|---|
BEELMAN TRUCK CO1 year Service code 99 · EIN 37-1047673 | Other Fees | $5,000 |
STANLEY DIRNBERGER1 year Filed as: STANLEY, DIRNBERGER Service code 99 · EIN 43-1500106 | Other Fees | $5,000 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $4,882 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS EMPLOYERS SERVICE Service code 99 · EIN 45-0514557 | Other Fees | $990 |
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 | $28,464 | $51,288-44.5% | $81,983-65.3% | $73,409-61.2% |
| Participation rate | 90.8% | 64.0%+26.8pp | 69.2%+21.5pp | 72.2%+18.6pp |
| Annual return | 14.56% | 29.48%-14.9pp | 41.31%-26.7pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,653 | $1,487+11.2% | $2,498-33.8% | $2,234-26.0% |
| Participant deferral / active EE | $2,388 | $2,715-12.1% | $3,722-35.8% | $3,805-37.3% |
| Admin fee / account holder | $32 | $125-74.9% | $5,664-99.4% | $158-80.0% |