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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $37,424 |
Service code 31 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Consulting fees; Direct payment from ... | $30,000 |
Service code 26 · EIN 26-3844257 100 E SIX FORKS RD, SUITE 200 · RALEIGH, NC 27609 | Advisory (Participants) | $26,875 |
A.T. ALLEN & COMPANY, LLP6+ years Service code 99 · EIN 56-0119050 2245 GATEWAY ACCESS POINT · RALEIGH, NC 27607 | Other Fees | $13,000 |
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 | $122,031 | $58,879+107.3% | $178,490-31.6% | $73,488+66.1% |
| Participation rate | 74.5% | 66.2%+8.2pp | 81.9%-7.5pp | 70.7%+3.8pp |
| Annual return | 9.12% | 24.86%-15.7pp | 151.07%-141.9pp | 28.51%-19.4pp |
| Employer contribution / active EE | $6,234 | $2,236+178.8% | $5,011+24.4% | $2,270+174.6% |
| Participant deferral / active EE | $5,183 | $2,567+101.9% | $5,202-0.4% | $3,740+38.6% |
| Admin fee / account holder | $475 | $400+18.6% | $13,984-96.6% | $513-7.5% |