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 |
|---|---|---|
CORRELL CO.3+ years Service code 13 · EIN 36-3492086 | Contract Administrator | $143,522 |
WILLIAMS KEEPERS LLC3+ years Service code 10 · EIN 43-1126847 | Accounting | $12,416 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $10,496 |
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 | $44,426 | $38,989+13.9% | $117,039-62.0% | $77,958-43.0% |
| Participation rate | 76.6% | 57.0%+19.6pp | 77.2%-0.6pp | 71.6%+4.9pp |
| Annual return | 15.92% | 20.61%-4.7pp | 18.95%-3.0pp | 20.87%-4.9pp |
| Employer contribution / active EE | $671 | $1,026-34.6% | $3,785-82.3% | $2,310-71.0% |
| Participant deferral / active EE | $2,655 | $1,621+63.8% | $3,929-32.4% | $3,537-24.9% |
| Admin fee / account holder | $52 | $76-30.5% | $5,974-99.1% | $97-46.2% |