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 |
|---|---|---|
B. CHAPIN1 year Filed as: DAVIS CHAPIN Service code 27 · EIN 52-1715615 | Advisory (Plan) | $17,204 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,528 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,345 | $66,302-21.1% | $110,238-52.5% | $56,287-7.0% |
| Participation rate | 77.7% | 74.9%+2.8pp | 79.8%-2.1pp | 69.9%+7.8pp |
| Annual return | 10.35% | -1.18%+11.5pp | 314.74%-304.4pp | -9.96%+20.3pp |
| Employer contribution / active EE | $2,666 | $2,047+30.2% | $3,826-30.3% | $2,111+26.3% |
| Participant deferral / active EE | $2,008 | $3,381-40.6% | $4,672-57.0% | $3,350-40.1% |
| Admin fee / account holder | $267 | $698-61.8% | $8,547-96.9% | $521-48.8% |