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 | $231,284 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,825 |
THE WAGNER LAW GROUP5+ years Filed as: WAGNER LAW GROUP Service code 29 · EIN 04-3323315 | Legal | $30,000 |
PAGLIUCO OPALACZ & ASSOCIATES2 years Filed as: PAGLIUCO OPALACZ & ASSOCIATES, P.C. Service code 49 · EIN 75-3079509 | Other Services | $23,850 |
SUMITOMO ELECTRIC FINANCE USA, INC3 years Service code 10 · EIN 56-1646307 | Accounting | $11,090 |
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 | $96,394 | $105,247-8.4% | $87,100+10.7% | $77,787+23.9% |
| Participation rate | 98.8% | 85.8%+13.0pp | 76.9%+22.0pp | 73.2%+25.6pp |
| Annual return | 22.69% | 24.52%-1.8pp | 28.19%-5.5pp | 32.57%-9.9pp |
| Employer contribution / active EE | $3,089 | $2,895+6.7% | $2,521+22.5% | $2,504+23.3% |
| Participant deferral / active EE | $4,894 | $5,060-3.3% | $4,049+20.9% | $3,967+23.4% |
| Admin fee / account holder | $197 | $104+88.2% | $7,497-97.4% | $100+96.5% |