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 |
|---|---|---|
FAITH TECHNOLOGIES, INC.1 year Service code 49 · EIN 41-2065665 | Other Services | $349,912 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $337,061 |
Filed as: ALPHA INVESTMENT CONSULTING GROUP L Service code 27 · EIN 39-1859759 | Advisory (Plan) | $50,000 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $12,844 |
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 | $61,299 | $221,442-72.3% | $92,233-33.5% | $77,958-21.4% |
| Participation rate | 97.6% | 79.6%+18.0pp | 76.5%+21.1pp | 71.6%+25.9pp |
| Annual return | 16.66% | 15.65%+1.0pp | 176.28%-159.6pp | 20.87%-4.2pp |
| Employer contribution / active EE | $2,089 | $3,226-35.2% | $3,679-43.2% | $2,310-9.6% |
| Participant deferral / active EE | $5,412 | $2,779+94.7% | $3,897+38.9% | $3,537+53.0% |
| Admin fee / account holder | $265 | $210+26.3% | $5,194-94.9% | $97+172.1% |