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 |
|---|---|---|
OLD NATIONAL WEALTH MANAGEMENT6+ years Service code 27 · EIN 35-1729164 | Advisory (Plan) | $48,955 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $39,179 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $73,960 | $84,936-12.9% | $111,297-33.5% | $79,386-6.8% |
| Participation rate | 90.2% | 75.9%+14.4pp | 77.3%+12.9pp | 70.7%+19.5pp |
| Annual return | 28.49% | 17.45%+11.0pp | 54.65%-26.2pp | 116.85%-88.4pp |
| Employer contribution / active EE | $2,552 | $1,979+28.9% | $2,731-6.6% | $2,427+5.1% |
| Participant deferral / active EE | $5,182 | $3,888+33.3% | $4,487+15.5% | $4,046+28.1% |
| Admin fee / account holder | $397 | $537-26.1% | $7,964-95.0% | $626-36.6% |