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 13 · EIN 42-0127290 | Contract Administrator | $11,468 |
Filed as: WEYRICH CRONIN & SORRA L Service code 10 · EIN 81-4643077 | Accounting | $11,200 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $7,474 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,057 | $42,548-20.0% | $74,550-54.3% | $56,287-39.5% |
| Participation rate | 69.7% | 60.5%+9.2pp | 69.1%+0.5pp | 69.9%-0.2pp |
| Annual return | -4.84% | 12.40%-17.2pp | 32.53%-37.4pp | -9.96%+5.1pp |
| Employer contribution / active EE | $879 | $855+2.8% | $1,961-55.2% | $2,111-58.4% |
| Participant deferral / active EE | $2,808 | $2,277+23.3% | $3,108-9.7% | $3,350-16.2% |
| Admin fee / account holder | $152 | $467-67.4% | $5,060-97.0% | $521-70.8% |