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 06-1050034 | Contract Administrator | $307,692 |
THE WAGNER LAW GROUP2+ years Filed as: WAGNER LAW GROUP Service code 29 · EIN 04-3323315 | Legal | $36,750 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $21,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 49 · EIN 22-1211670 | Other Services | $2,190 |
SUMITOMO ELECTRIC FINANCE USA, INC2+ years Filed as: SUMITOMO ELECTRIC GROUP Service code 56 SUMITOMO ELECTRIC U.S.A HOLDING INC · NEWYORK, NY 10020 | Non-monetary compensation | $0 |
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 | $71,312 | $80,211-11.1% | $74,183-3.9% | $63,975+11.5% |
| Participation rate | 92.4% | 84.2%+8.3pp | 76.6%+15.8pp | 71.1%+21.3pp |
| Annual return | 7.22% | 14.13%-6.9pp | 17.74%-10.5pp | 48.65%-41.4pp |
| Employer contribution / active EE | $1,912 | $2,553-25.1% | $2,370-19.3% | $2,182-12.4% |
| Participant deferral / active EE | $3,576 | $4,370-18.2% | $3,550+0.7% | $3,356+6.5% |
| Admin fee / account holder | $276 | $67+311.4% | $5,586-95.1% | $70+292.5% |