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) | $18,112 |
ACUFF & ASSOCIATES, INC.3 years Service code 13 · EIN 62-1477251 | Contract Administrator | $7,683 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $3,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $27,680 | $40,385-31.5% | $80,569-65.6% | $74,419-62.8% |
| Participation rate | 74.7% | 47.4%+27.2pp | 67.0%+7.7pp | 70.7%+3.9pp |
| Annual return | 18.36% | 164.85%-146.5pp | 935.43%-917.1pp | 34.38%-16.0pp |
| Employer contribution / active EE | $578 | $1,496-61.4% | $2,723-78.8% | $2,637-78.1% |
| Participant deferral / active EE | $2,112 | $2,674-21.0% | $4,447-52.5% | $4,528-53.4% |
| Admin fee / account holder | $131 | $720-81.9% | $5,377-97.6% | $348-62.5% |