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 | $17,938 |
Filed as: WEYRICH CRONIN & SORRA Service code 10 · EIN 81-4643077 | Accounting | $11,200 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $6,344 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $43,449 | $49,138-11.6% | $84,015-48.3% | $65,185-33.3% |
| Participation rate | 70.3% | 60.7%+9.5pp | 69.0%+1.2pp | 70.2%+0.1pp |
| Annual return | 17.80% | 23.00%-5.2pp | 71.31%-53.5pp | 29.38%-11.6pp |
| Employer contribution / active EE | $1,007 | $914+10.2% | $1,983-49.2% | $2,177-53.7% |
| Participant deferral / active EE | $3,251 | $2,397+35.6% | $3,239+0.4% | $3,514-7.5% |
| Admin fee / account holder | $203 | $543-62.7% | $6,101-96.7% | $847-76.1% |