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 | $516,301 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $302,575 |
MERCER6+ years Service code 16 · EIN 13-2834414 | Consulting | $50,000 |
ALSTON & BIRD LLP6+ years Service code 16 · EIN 58-0137615 | Consulting | $26,506 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 16 · EIN 56-0747981 | Consulting | $12,333 |
HORNE LLP6+ years Service code 16 · EIN 20-1941244 | Consulting | $5,000 |
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 | $129,754 | $124,049+4.6% | $95,952+35.2% | $93,223+39.2% |
| Participation rate | 99.9% | 88.4%+11.6pp | 77.1%+22.9pp | 74.9%+25.0pp |
| Annual return | 18.44% | 22.17%-3.7pp | 91.61%-73.2pp | 19.29%-0.9pp |
| Employer contribution / active EE | $7,403 | $3,478+112.9% | $2,541+191.4% | $2,680+176.3% |
| Participant deferral / active EE | $8,281 | $6,147+34.7% | $4,167+98.7% | $4,563+81.5% |
| Admin fee / account holder | $126 | $73+73.3% | $6,795-98.1% | $79+59.1% |