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 |
|---|---|---|
PENSERV PLAN SERVICES, INC.5+ years Service code 15 P.O. BOX 7248 · COLUMBIA, SC 29202 | Recordkeeping | $48,376 |
BLUEWATER ASSET MANAGEMENT5+ years Service code 28 4120 EAST BELTLINE AVENUE,SUITE 100 · GRAND RAPIDS, MI 49525 | Investment Management | $43,246 |
LT TRUST COMPANY5+ years Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $5,036 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,477 | $95,542-83.8% | $69,455-77.7% | $67,579-77.1% |
| Participation rate | 81.9% | 79.4%+2.5pp | 74.6%+7.3pp | 71.3%+10.6pp |
| Annual return | 27.05% | 17.67%+9.4pp | 28.97%-1.9pp | 378.56%-351.5pp |
| Employer contribution / active EE | $854 | $2,989-71.4% | $2,779-69.3% | $2,148-60.3% |
| Participant deferral / active EE | $1,570 | $3,263-51.9% | $3,535-55.6% | $3,539-55.6% |
| Admin fee / account holder | $123 | $90+36.9% | $3,839-96.8% | $142-13.6% |