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 |
|---|---|---|
THOMPSON HINE2+ years Service code 16 · EIN 34-0575300 | Consulting | $54,198 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,869 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $15,000 |
Filed as: VONLEHMAN & COMPANY INC Service code 16 · EIN 31-0905417 | Consulting | $14,415 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,065 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,817 | $60,545+53.3% | $92,233+0.6% | $69,631+33.3% |
| Participation rate | 95.5% | 72.2%+23.4pp | 76.5%+19.0pp | 70.7%+24.8pp |
| Annual return | 13.13% | 19.71%-6.6pp | 176.28%-163.1pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $4,263 | $2,633+61.9% | $3,679+15.9% | $2,032+109.8% |
| Participant deferral / active EE | $5,579 | $2,828+97.3% | $3,897+43.2% | $3,224+73.1% |
| Admin fee / account holder | $112 | $145-22.6% | $5,194-97.8% | $110+1.5% |