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 3-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 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $184,989 |
CAMILLE LUISI1+ years Filed as: CAMILLE F FULEIHAN Service code 16 3 SANDRICK ROAD · BELMONT, MA 02478 | Consulting | $88,136 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $323,091 | $75,828+326.1% | $147,614+118.9% | $59,632+441.8% |
| Participation rate | 89.0% | 71.6%+17.5pp | 84.6%+4.4pp | 68.7%+20.4pp |
| Annual return | 0.38% | 0.37%0pp | 61.98%-61.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $26,252 | $3,485+653.4% | $5,564+371.8% | $2,203+1091.9% |
| Participant deferral / active EE | $5,809 | $3,130+85.6% | $4,895+18.7% | $3,192+82.0% |
| Admin fee / account holder | $70 | $5,985-98.8% | $11,611-99.4% | $4,297-98.4% |