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. CHAPIN3 years Filed as: CHAPIN, DAVIS Service code 27 · EIN 52-1715615 | Advisory (Plan) | $27,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,706 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,097 | $93,182-31.2% | $146,665-56.3% | $79,386-19.3% |
| Participation rate | 82.1% | 76.4%+5.7pp | 80.1%+2.1pp | 70.7%+11.4pp |
| Annual return | 17.30% | 21.61%-4.3pp | 22.74%-5.4pp | 116.85%-99.6pp |
| Employer contribution / active EE | $2,758 | $2,420+14.0% | $4,136-33.3% | $2,427+13.6% |
| Participant deferral / active EE | $2,762 | $4,169-33.7% | $5,506-49.8% | $4,046-31.7% |
| Admin fee / account holder | $341 | $585-41.7% | $10,280-96.7% | $626-45.5% |