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 28 · EIN 71-0294708 | Investment Management | $116,023 |
Filed as: MERRILL LYNCH Service code 99 · EIN 13-5674085 | Other Fees | $87,190 |
LINDAHL ASSOCIATES PLLC6+ years Service code 99 5675 STONE ROAD SUITE 310 · CENTREVILLE, VA 20120 | Other Fees | $7,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $162,373 | $52,293+210.5% | $178,490-9.0% | $73,409+121.2% |
| Participation rate | 64.9% | 65.3%-0.4pp | 81.9%-17.0pp | 72.2%-7.3pp |
| Annual return | 16.63% | 34.75%-18.1pp | 151.07%-134.4pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,994 | $1,735+14.9% | $5,011-60.2% | $2,234-10.7% |
| Participant deferral / active EE | $4,875 | $2,332+109.0% | $5,202-6.3% | $3,805+28.1% |
| Admin fee / account holder | $186 | $127+45.8% | $13,984-98.7% | $158+17.6% |