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 |
|---|---|---|
SYNOVUS TRUST COMPANY3 years Filed as: SYNOVUS TRUST CO, N.A. Service code 49 · EIN 36-4498168 | Other Services | $115,119 |
Service code 10 · EIN 58-1374304 | Accounting | $20,085 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $16,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $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 | $117,477 | $65,118+80.4% | $76,768+53.0% | $55,725+110.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -4.20% | -1.27%-2.9pp | 2.43%-6.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $6,366 | $1,941+228.0% | $2,485+156.2% | $2,078+206.3% |
| Participant deferral / active EE | $6,832 | $3,688+85.3% | $3,852+77.4% | $3,356+103.6% |
| Admin fee / account holder | $219 | $116+89.4% | $6,675-96.7% | $115+90.6% |