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 | $24,331 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $13,239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,008 | $81,474-20.2% | $133,956-51.5% | $73,488-11.5% |
| Participation rate | 97.4% | 76.4%+21.0pp | 79.8%+17.5pp | 70.7%+26.7pp |
| Annual return | -9.47% | 19.40%-28.9pp | 45.09%-54.6pp | 28.51%-38.0pp |
| Employer contribution / active EE | $8,548 | $2,209+286.9% | $3,919+118.1% | $2,270+276.5% |
| Participant deferral / active EE | $4,021 | $3,786+6.2% | $5,048-20.3% | $3,740+7.5% |
| Admin fee / account holder | $313 | $713-56.1% | $8,927-96.5% | $513-39.0% |