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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $487,268 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $260,160 |
MERCER5+ years Service code 16 · EIN 13-2834414 | Consulting | $75,000 |
KELLY SERVICES INC1 year Filed as: KELLY SERVICES INC. Service code 16 · EIN 38-1510762 | Consulting | $38,415 |
HORNE LLP1 year Filed as: HORNE CPAS & BUSINESS ADVISORS Service code 10 · EIN 20-1941244 | Accounting | $15,467 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD Service code 16 · EIN 58-0137615 | Consulting | $9,294 |
Form 5500 reported that benefits due were not provided when due.
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 | $111,848 | $117,238-4.6% | $87,100+28.4% | $82,204+36.1% |
| Participation rate | 99.7% | 87.2%+12.4pp | 76.9%+22.8pp | 73.4%+26.3pp |
| Annual return | 27.25% | 25.80%+1.4pp | 28.19%-0.9pp | 26.31%+0.9pp |
| Employer contribution / active EE | $7,270 | $3,535+105.7% | $2,521+188.3% | $2,707+168.5% |
| Participant deferral / active EE | $7,700 | $5,976+28.9% | $4,049+90.2% | $4,246+81.4% |
| Admin fee / account holder | $127 | $81+56.2% | $7,497-98.3% | $76+67.9% |