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 7-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 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $70,685 |
CONNER & WINTERS1 year Filed as: CONNER & WINTERS LLC Service code 29 · EIN 73-1388566 | Legal | $57,236 |
Service code 28 · EIN 47-1411118 | Investment Management | $16,000 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY LLPC Service code 10 · EIN 45-0250958 | Accounting | $12,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $46,593 | $73,404-36.5% | $87,100-46.5% | $67,579-31.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 34.71% | 48.29%-13.6pp | 28.19%+6.5pp | 378.56%-343.8pp |
| Employer contribution / active EE | $946 | $2,014-53.0% | $2,521-62.5% | $2,148-55.9% |
| Participant deferral / active EE | $3,555 | $3,913-9.1% | $4,049-12.2% | $3,539+0.5% |
| Admin fee / account holder | $260 | $142+83.5% | $7,497-96.5% | $142+82.6% |