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 |
|---|---|---|
LAWRENCE F. TORNETTA LLC2 years Filed as: LAWRENCE F TORNETTA, LLC Service code 10 · EIN 23-2385729 | Accounting | $15,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,398 |
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 | $35,943 | $40,174-10.5% | $84,015-57.2% | $67,579-46.8% |
| Participation rate | 84.5% | 62.7%+21.9pp | 69.0%+15.5pp | 71.3%+13.3pp |
| Annual return | 20.82% | 25.82%-5.0pp | 71.31%-50.5pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,118 | $808+38.5% | $1,983-43.6% | $2,148-47.9% |
| Participant deferral / active EE | $3,171 | $2,301+37.8% | $3,239-2.1% | $3,539-10.4% |
| Admin fee / account holder | $70 | $128-45.7% | $6,101-98.9% | $142-51.0% |