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 |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Service code 14 · EIN 13-3745616 | Plan Administrator | $246,163 |
NOVUS ADVISORS6+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $97,610 |
BENEFIT SOURCE INC.5 years Service code 15 1629 EAST NORTH STREET · GREENVILLE, SC 29607 | Recordkeeping | $48,705 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $7,304 |
NEEDLES & ASSOCIATES, LLC4 years Service code 10 · EIN 51-0435869 | Accounting | $6,258 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $11,067 | $110,699-90.0% | $177,821-93.8% | $90,288-87.7% |
| Participation rate | 81.9% | 88.3%-6.5pp | 87.7%-5.8pp | 73.4%+8.5pp |
| Annual return | 6.61% | 22.79%-16.2pp | 48.32%-41.7pp | 53.97%-47.4pp |
| Employer contribution / active EE | $3,337 | $4,118-19.0% | $5,918-43.6% | $2,524+32.2% |
| Participant deferral / active EE | $88 | $6,731-98.7% | $7,714-98.9% | $4,232-97.9% |
| Admin fee / account holder | $215 | $90+138.6% | $12,427-98.3% | $114+88.3% |