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: M HOLDING SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $15,474 |
PLYBON & ASSOCIATES, INC.5+ years Service code 10 6518 AIRPORT CENTER DRIVE · GREENSBORO, NC 27409 | Accounting | $11,247 |
Filed as: BRESLOW, STARLING, FROST, WARNER, Service code 10 3825 W. MARKET STREET · GREENSBORO, NC 27407 | Accounting | $7,890 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,087 | $46,423-76.1% | $75,886-85.4% | $67,579-83.6% |
| Participation rate | 91.9% | 63.1%+28.8pp | 69.3%+22.6pp | 71.3%+20.6pp |
| Annual return | 23.16% | 32.29%-9.1pp | 30.76%-7.6pp | 378.56%-355.4pp |
| Employer contribution / active EE | $519 | $1,406-63.1% | $2,500-79.3% | $2,148-75.9% |
| Participant deferral / active EE | $2,030 | $2,564-20.8% | $3,603-43.7% | $3,539-42.7% |
| Admin fee / account holder | $63 | $132-52.3% | $5,418-98.8% | $142-55.8% |