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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $394,780 |
AMERICAN FUNDS3+ years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 86-1109193 | Consulting | $153,600 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $24,250 |
BALLARD SPAHR LLP1 year Service code 16 · EIN 23-0382195 | Consulting | $15,455 |
Form 5500 reported that benefits due were not provided when due.
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 | $182,498 | $177,276+2.9% | $97,995+86.2% | $177,276+2.9% |
| Participation rate | 98.7% | 74.8%+23.9pp | 82.4%+16.3pp | 74.8%+23.9pp |
| Annual return | 15.82% | 21.25%-5.4pp | 23.94%-8.1pp | 21.25%-5.4pp |
| Employer contribution / active EE | $5,295 | $2,479+113.6% | $4,158+27.3% | $2,479+113.6% |
| Participant deferral / active EE | $10,748 | $3,881+177.0% | $5,097+110.9% | $3,881+177.0% |
| Admin fee / account holder | $104 | $154-32.2% | $5,943-98.2% | $154-32.2% |