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 |
|---|---|---|
Filed as: JOHN D STEBBINS Service code 61 450 COTTAGE STREET · SPRINGFIELD, MA 01104 | Finders' fees / placement fees | $10,422 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,972 | $99,957-51.0% | $149,696-67.3% | $73,488-33.4% |
| Participation rate | 71.3% | 75.7%-4.4pp | 82.5%-11.1pp | 70.7%+0.7pp |
| Annual return | 37.94% | 53.87%-15.9pp | 276.60%-238.7pp | 28.51%+9.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,894 | $6,073+46.5% | $6,842+30.0% | $3,740+137.8% |
| Admin fee / account holder | $99 | $551-82.0% | $9,309-98.9% | $513-80.7% |