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 |
|---|---|---|
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $41,590 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Direct payment from the plan; Custodi... | $7,354 |
Filed as: GALLAGHER RETIREMENT SERVICES Service code 27 TWO PIERCE PLACE · ITASCA, IL 601433141 | Advisory (Plan) | $5,000 |
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 | $36,750 | $62,324-41.0% | $68,509-46.4% | $55,191-33.4% |
| Participation rate | 99.6% | 78.9%+20.8pp | 74.7%+24.9pp | 69.2%+30.5pp |
| Annual return | 2.28% | 4.26%-2.0pp | 8.27%-6.0pp | 10.78%-8.5pp |
| Employer contribution / active EE | $4,431 | $2,223+99.3% | $2,278+94.5% | $1,899+133.3% |
| Participant deferral / active EE | $3,222 | $3,425-5.9% | $3,382-4.7% | $3,046+5.8% |
| Admin fee / account holder | $145 | $91+59.1% | $5,275-97.2% | $91+60.2% |