Filed March 13, 2023
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 |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD3+ years Service code 16 · EIN 39-1908691 | Consulting | $99,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | $76,006 |
BDO USA, LLP3+ years Filed as: BDO USA Service code 10 · EIN 13-5381590 | Accounting | $12,500 |
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 | $65,560 | $62,267+5.3% | $110,238-40.5% | $55,725+17.6% |
| Participation rate | 86.2% | 78.1%+8.1pp | 79.8%+6.4pp | 70.9%+15.3pp |
| Annual return | -5.53% | -1.07%-4.5pp | 314.74%-320.3pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,214 | $1,941-37.5% | $3,826-68.3% | $2,078-41.6% |
| Participant deferral / active EE | $3,782 | $3,516+7.6% | $4,672-19.0% | $3,356+12.7% |
| Admin fee / account holder | $244 | $121+102.2% | $8,547-97.1% | $115+112.2% |