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 10 9401 W 87TH STREET · OVERLAND PARK, KS 66212 | Accounting | $9,745 |
EIP CORP3+ years Filed as: EIP CORP. Service code 13 · EIN 48-0949535 7300 W 110TH STREET · OVERLAND PARK, KS 66210 | Contract Administrator | $7,970 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,450 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 · EIN 47-0533629 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $99 |
TD AMERITRADE, INC.1 year Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,969 | $80,753+2.7% | $136,294-39.1% | $62,292+33.2% |
| Participation rate | 64.7% | 73.5%-8.8pp | 81.9%-17.2pp | 69.5%-4.8pp |
| Annual return | 19.98% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-8.9pp |
| Employer contribution / active EE | $1,488 | $2,884-48.4% | $4,695-68.3% | $2,042-27.1% |
| Participant deferral / active EE | $2,632 | $5,164-49.0% | $6,247-57.9% | $3,169-17.0% |
| Admin fee / account holder | $156 | $525-70.3% | $9,243-98.3% | $479-67.5% |