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 5-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 | Direct payment from the plan; Partici... | $175,808 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER, HOFFMAN, MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $20,000 |
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 |
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 | $39,208 | $85,635-54.2% | $123,892-68.4% | $63,975-38.7% |
| Participation rate | 92.9% | 74.9%+18.0pp | 81.4%+11.5pp | 71.1%+21.8pp |
| Annual return | 10.98% | 15.74%-4.8pp | 47.52%-36.5pp | 48.65%-37.7pp |
| Employer contribution / active EE | $2,094 | $3,076-31.9% | $4,617-54.7% | $2,182-4.0% |
| Participant deferral / active EE | $6,273 | $5,667+10.7% | $5,984+4.8% | $3,356+86.9% |
| Admin fee / account holder | $69 | $75-8.0% | $8,357-99.2% | $70-2.2% |