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 |
|---|---|---|
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS, INC Service code 13 6215 FERRIS SQUARE, SUITE 201 · SAN DIEGO, CA 92121 | Contract Administrator | $16,731 |
Service code 64 · EIN 47-4307706 655 MONTGOMERY ST #1800 · SAN FRANCISCO, CT 94111 | Recordkeeping Fees | $9,876 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,816 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $1,107 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,610 | $58,208-81.8% | $81,812-87.0% | $80,856-86.9% |
| Participation rate | 88.9% | 63.4%+25.5pp | 72.3%+16.5pp | 67.6%+21.3pp |
| Annual return | 16.38% | 41.66%-25.3pp | 773.79%-757.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $7,738 | $2,340+230.7% | $2,912+165.7% | $2,755+180.9% |
| Participant deferral / active EE | $14,920 | $3,281+354.8% | $4,319+245.5% | $4,296+247.3% |
| Admin fee / account holder | $109 | $4,981-97.8% | $7,386-98.5% | $6,918-98.4% |