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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,526 |
REHMANN ROBSON1 year Filed as: REHMANN FINANCIAL GROUP LLC Service code 27 · EIN 38-3567911 | Advisory (Plan) | $26,153 |
FABIANO BROTHERS, INC1 year Service code 14 · EIN 38-1887346 | Plan Administrator | $20,745 |
REHMANN ROBSON2 years Filed as: REHMANN FINANCIAL Service code 15 4086 LEGACY PARKWAY · LANSING, MO 48911 | Recordkeeping | $13,670 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $12,068 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,960 | $66,302+70.4% | $110,238+2.5% | $56,287+100.7% |
| Participation rate | 74.9% | 74.9%0pp | 79.8%-4.9pp | 69.9%+5.0pp |
| Annual return | 7.61% | -1.18%+8.8pp | 314.74%-307.1pp | -9.96%+17.6pp |
| Employer contribution / active EE | $2,114 | $2,047+3.2% | $3,826-44.8% | $2,111+0.1% |
| Participant deferral / active EE | $2,658 | $3,381-21.4% | $4,672-43.1% | $3,350-20.6% |
| Admin fee / account holder | $542 | $698-22.4% | $8,547-93.7% | $521+4.0% |