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 |
|---|---|---|
Filed as: WELLINGTON CONSULTING SERVICES Service code 51 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Investment Mgmt Fees | $39,160 |
GROSSBERG COMPANY, LLP4+ years Service code 10 · EIN 52-0807134 | Accounting | $16,100 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $15 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,229 | $66,302-16.7% | $110,238-49.9% | $56,287-1.9% |
| Participation rate | 91.9% | 74.9%+17.0pp | 79.8%+12.1pp | 69.9%+22.1pp |
| Annual return | -15.33% | -1.18%-14.1pp | 314.74%-330.1pp | -9.96%-5.4pp |
| Employer contribution / active EE | $1,342 | $2,047-34.4% | $3,826-64.9% | $2,111-36.4% |
| Participant deferral / active EE | $1,352 | $3,381-60.0% | $4,672-71.1% | $3,350-59.6% |
| Admin fee / account holder | $221 | $698-68.3% | $8,547-97.4% | $521-57.5% |