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 |
|---|---|---|
PICKETT, CHANEY & MCMULLEN LLP5+ years Filed as: PICKETT, CHANEY & MCMULLEN, LLP Service code 10 · EIN 48-1246310 | Accounting | $8,200 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 | Accounting | $4,976 |
Filed as: PRIME CAPITAL INVESTMENT ADV LLC Service code 26 · EIN 82-1364595 | Advisory (Participants) | $2,977 |
Filed as: DEMARS PENSION CONSULTING SVCS, INC Service code 10 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Accounting | $1,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,833 | $58,512-59.3% | $84,015-71.6% | $72,985-67.3% |
| Participation rate | 39.3% | 61.2%-21.9pp | 69.0%-29.7pp | 69.5%-30.2pp |
| Annual return | -17.67% | 28.93%-46.6pp | 71.31%-89.0pp | 81.00%-98.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,297 | $2,394-45.8% | $3,239-59.9% | $3,607-64.0% |
| Admin fee / account holder | $404 | $4,569-91.1% | $6,101-93.4% | $5,124-92.1% |