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 60 · EIN 04-2647786 | Sub-TA Fees | $30,862 |
LAWING FINANCIAL2 years Filed as: LAWING FINANCIAL INC Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $27,005 |
Filed as: BERGAN KDV Service code 16 · EIN 41-1431613 | Consulting | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,371 | $86,332+60.3% | $125,175+10.5% | $65,185+112.3% |
| Participation rate | 99.2% | 75.3%+23.9pp | 79.8%+19.4pp | 70.2%+29.0pp |
| Annual return | 2.79% | 27.43%-24.6pp | 43.79%-41.0pp | 29.38%-26.6pp |
| Employer contribution / active EE | $11,914 | $2,040+484.1% | $3,865+208.2% | $2,177+447.4% |
| Participant deferral / active EE | $7,157 | $3,537+102.3% | $4,937+45.0% | $3,514+103.7% |
| Admin fee / account holder | $462 | $609-24.2% | $9,702-95.2% | $847-45.5% |