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: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $138,653 |
Filed as: PRUDENTIAL RET. INSURANCE & ANN. CO Service code 13 · EIN 06-1050034 | Contract Administrator | $91,087 |
BREDHOFF & KAISER6+ years Service code 29 · EIN 52-0969534 | Legal | $40,602 |
SEYFARTH SHAW LLP6+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $22,983 |
NOVAK FRANCELLA LLC6+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,600 |
MEKETA INVESTMENT GROUP6+ years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,867 | $29,516-66.6% | $77,482-87.3% | $90,288-89.1% |
| Participation rate | 100.0% | 33.7%+66.3pp | 54.2%+45.8pp | 73.4%+26.6pp |
| Annual return | 11.77% | 231.18%-219.4pp | 54.79%-43.0pp | 53.97%-42.2pp |
| Employer contribution / active EE | $0 | $381-100.0% | $986-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $354 | $944-62.5% | $1,861-81.0% | $4,232-91.6% |
| Admin fee / account holder | $52 | $106-50.8% | $2,858-98.2% | $114-54.3% |