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 37 · EIN 04-2647786 | Loan Processing | $71,106 |
LEGACY PROFESSIONALS LLP6+ years Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $44,930 |
Filed as: SHEFFIELD, TRACKWELL & RAPP, LLC Service code 10 · EIN 27-2581114 | Accounting | $19,580 |
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 | $45,696 | $56,152-18.6% | $185,823-75.4% | $73,409-37.8% |
| Participation rate | 93.7% | 67.6%+26.2pp | 78.0%+15.7pp | 72.2%+21.6pp |
| Annual return | 24.91% | 17.59%+7.3pp | 35.95%-11.0pp | 59.29%-34.4pp |
| Employer contribution / active EE | $4,585 | $1,532+199.3% | $4,087+12.2% | $2,234+105.3% |
| Participant deferral / active EE | $7,498 | $3,659+104.9% | $5,632+33.1% | $3,805+97.0% |
| Admin fee / account holder | $144 | $132+8.8% | $9,500-98.5% | $158-9.0% |