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 | $27,993 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $14,500 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,276 | $73,638-39.9% | $95,952-53.9% | $73,488-39.8% |
| Participation rate | 87.4% | 76.2%+11.2pp | 77.1%+10.3pp | 70.7%+16.7pp |
| Annual return | 12.63% | 16.78%-4.1pp | 91.61%-79.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $518 | $1,863-72.2% | $2,541-79.6% | $2,270-77.2% |
| Participant deferral / active EE | $4,827 | $3,617+33.5% | $4,167+15.9% | $3,740+29.1% |
| Admin fee / account holder | $309 | $482-35.9% | $6,795-95.5% | $513-39.8% |