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: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $225,818 |
WILLIAM C. EARHART CO., INC.5+ years Filed as: WILLIAM C. EARHART CO., INC Service code 13 · EIN 93-0509592 | Contract Administrator | $110,860 |
GYL FINANCIAL SYNERGIES1 year Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $60,000 |
O'DONOGHUE & O'DONOGHUE5+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $25,466 |
METRO BENEFITS, INC.1 year Filed as: METRO PRESORT, INC. Service code 36 · EIN 93-0799990 | Direct payment from the plan; Copying... | $17,117 |
HALEY AND ASSOCIATES LLC5+ years Service code 29 · EIN 55-0810153 | Legal | $10,577 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,403 | $66,051-54.0% | $92,893-67.3% | $77,787-60.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 17.38% | 20.69%-3.3pp | 109.41%-92.0pp | 32.57%-15.2pp |
| Employer contribution / active EE | $942 | $3,426-72.5% | $3,653-74.2% | $2,504-62.4% |
| Participant deferral / active EE | $1,098 | $3,013-63.6% | $4,236-74.1% | $3,967-72.3% |
| Admin fee / account holder | $70 | $148-52.9% | $5,794-98.8% | $100-30.5% |