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 27 · EIN 45-5561109 | Advisory (Plan) | $83,103 |
RUBINO & COMPANY10+ years Filed as: RUBINO & MCGEEHIN, CHARTERED Service code 10 · EIN 52-1186096 | Accounting | $24,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,268 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $117,579 | $101,499+15.8% | $147,005-20.0% | $74,546+57.7% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.8pp |
| Annual return | 16.16% | 8732.34%-8716.2pp | 418.76%-402.6pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $4,626 | $3,811+21.4% | $4,934-6.3% | $2,624+76.3% |
| Participant deferral / active EE | $9,077 | $7,304+24.3% | $8,070+12.5% | $4,347+108.8% |
| Admin fee / account holder | $322 | $1,748-81.6% | $13,006-97.5% | $1,944-83.5% |