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 |
|---|---|---|
Filed as: ANDREW HOOPER PAVLIK PLC Service code 10 · EIN 38-3133790 | Accounting | $7,954 |
MIDWEST PENSION ACTUARIES, INC.4+ years Service code 15 · EIN 38-2065641 | Recordkeeping | $2,790 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,038 | $47,977-22.8% | $154,107-76.0% | $56,287-34.2% |
| Participation rate | 53.5% | 66.2%-12.7pp | 83.0%-29.5pp | 69.9%-16.4pp |
| Annual return | -3.72% | 3.54%-7.3pp | 735.12%-738.8pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,081 | $2,169-50.2% | $5,298-79.6% | $2,111-48.8% |
| Participant deferral / active EE | $1,990 | $2,392-16.8% | $5,081-60.8% | $3,350-40.6% |
| Admin fee / account holder | $24 | $438-94.6% | $13,411-99.8% | $521-95.4% |