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) | $17,661 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 15 · EIN 84-0467907 | Recordkeeping | $5,840 |
ACUFF & ASSOCIATES, INC.2 years Service code 13 · EIN 62-1477251 | Contract Administrator | $3,118 |
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 | $24,998 | $34,677-27.9% | $77,024-67.5% | $64,808-61.4% |
| Participation rate | 73.8% | 49.8%+24.0pp | 67.9%+5.9pp | 71.5%+2.4pp |
| Annual return | 5.97% | -5.33%+11.3pp | 42.32%-36.3pp | 32.82%-26.8pp |
| Employer contribution / active EE | $658 | $1,370-51.9% | $2,812-76.6% | $2,506-73.7% |
| Participant deferral / active EE | $2,170 | $2,556-15.1% | $4,426-51.0% | $4,310-49.7% |
| Admin fee / account holder | $97 | $179-45.8% | $5,425-98.2% | $188-48.4% |