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 49 · EIN 04-1590850 | Other Services | $46,596 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $6,930 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
WILMINGTON TRUST2 years Service code 52 · EIN 81-4543855 | Indirect Investment Fees | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,928 | $201,594-61.8% | $101,248-24.0% | - |
| Participation rate | 81.8% | 64.6%+17.2pp | 75.8%+6.0pp | - |
| Annual return | 12.43% | 13.55%-1.1pp | 46.47%-34.0pp | - |
| Employer contribution / active EE | $2,270 | $2,288-0.8% | $3,660-38.0% | - |
| Participant deferral / active EE | $5,425 | $3,091+75.5% | $4,370+24.1% | - |
| Admin fee / account holder | $457 | $7,709-94.1% | $5,945-92.3% | - |