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: MERRILL LYNCH PIERCE FENNER SMITH I Service code 27 · EIN 13-5674085 | Advisory (Plan) | $30,646 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 15 · EIN 84-0467907 | Recordkeeping | $15,836 |
ACUFF & ASSOCIATES, INC.1 year Service code 14 · EIN 62-1477251 | Plan Administrator | $5,279 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,582 | $79,694-67.9% | $96,139-73.4% | $79,386-67.8% |
| Participation rate | 77.3% | 54.0%+23.3pp | 68.4%+8.8pp | 70.7%+6.6pp |
| Annual return | 14.64% | 40.84%-26.2pp | 191.94%-177.3pp | 116.85%-102.2pp |
| Employer contribution / active EE | $672 | $1,443-53.4% | $2,797-76.0% | $2,427-72.3% |
| Participant deferral / active EE | $2,225 | $2,539-12.4% | $4,349-48.8% | $4,046-45.0% |
| Admin fee / account holder | $143 | $630-77.3% | $5,537-97.4% | $626-77.1% |