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 LLC1 year Service code 10 · EIN 81-4649052 | Accounting | $15,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,849 |
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 | $41,935 | $64,286-34.8% | $90,951-53.9% | $73,409-42.9% |
| Participation rate | 85.4% | 63.6%+21.8pp | 69.0%+16.4pp | 72.2%+13.2pp |
| Annual return | 15.04% | 21.45%-6.4pp | 134.60%-119.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,199 | $895+34.1% | $2,122-43.5% | $2,234-46.3% |
| Participant deferral / active EE | $3,372 | $2,453+37.5% | $3,3730% | $3,805-11.4% |
| Admin fee / account holder | $72 | $287-74.9% | $5,959-98.8% | $158-54.3% |