See peer percentile detail. $4.99 for your first month.
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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: MERRILL LYNCH, PIERCE, FENNER Service code 28 · EIN 13-5674085 | Investment Management | $49,849 |
ALLEN, GIBBS & HOULIK, L.C.2+ years Service code 15 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $31,116 |
CENTRAL BANK & TRUST CO.2+ years Filed as: CENTRAL BANK AND TRUST COMPANY Service code 24 · EIN 48-6337714 | Discretionary Trustee | $7,614 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $126,013 | $36,916+241.3% | $156,549-19.5% | $57,658+118.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 7.43% | 12.38%-5.0pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $5,498 | $1,571+250.0% | $5,501-0.1% | $1,974+178.5% |
| Participant deferral / active EE | $3,886 | $1,926+101.8% | $4,871-20.2% | $3,061+27.0% |
| Admin fee / account holder | $404 | $82+389.2% | $13,027-96.9% | $95+326.9% |