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 13 · EIN 42-0127290 | Contract Administrator | $32,234 |
CAPITAL MGMT SERVICES INC2 years Filed as: CAPITAL MANAGEMENT SERVICES INC. Service code 27 · EIN 23-2479975 | Advisory (Plan) | $13,453 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 · EIN 23-2942715 | Contract Administrator | $3,350 |
Filed as: ATLANTIC PENSION SERVICES INC. Service code 13 | Contract Administrator | $1,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,526 | $65,376+20.1% | $87,100-9.8% | $65,185+20.5% |
| Participation rate | 37.5% | 75.3%-37.8pp | 76.9%-39.4pp | 70.2%-32.7pp |
| Annual return | 20.66% | 31.27%-10.6pp | 28.19%-7.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $868 | $1,822-52.4% | $2,521-65.6% | $2,177-60.1% |
| Participant deferral / active EE | $1,964 | $3,388-42.0% | $4,049-51.5% | $3,514-44.1% |
| Admin fee / account holder | $501 | $520-3.6% | $7,497-93.3% | $847-40.8% |