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: HOWARD CAPITAL MANAGEMENT Service code 28 · EIN 76-0661984 1145 HEMBREE RD · ROSWELL, GA 30076 | Investment Management | $43,941 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $23,874 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,357 | $99,957+20.4% | $149,696-19.6% | $73,488+63.8% |
| Participation rate | 82.3% | 75.7%+6.6pp | 82.5%-0.2pp | 70.7%+11.6pp |
| Annual return | 21.13% | 53.87%-32.7pp | 276.60%-255.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $3,457 | $3,191+8.3% | $4,644-25.6% | $2,270+52.3% |
| Participant deferral / active EE | $5,623 | $6,073-7.4% | $6,842-17.8% | $3,740+50.4% |
| Admin fee / account holder | $484 | $551-12.0% | $9,309-94.8% | $513-5.6% |