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 |
|---|---|---|
SMITH HAYES ADVISERS, INC.2+ years Service code 17 200 CENTRE TERRACE · LINCOLN, NE 68508 | Pension Consulting | $33,049 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Recordk... | $6,565 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Sh... | $4,955 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,457 | $75,183+4.4% | $123,892-36.7% | $55,167+42.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 9.02% | 19.01%-10.0pp | 47.52%-38.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $3,483 | $2,823+23.3% | $4,617-24.6% | $1,963+77.4% |
| Participant deferral / active EE | $6,710 | $5,084+32.0% | $5,984+12.1% | $3,054+119.7% |
| Admin fee / account holder | $333 | $663-49.8% | $8,357-96.0% | $504-34.0% |