Filed January 26, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
BURLEIGH CONSULTING GROUP4+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 10 · EIN 62-0842964 465 JACK KRAMER DR., STE. 2 · MEMPHIS, TN 38117 | Accounting | $10,170 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,902 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,223 | $54,237-33.2% | $90,281-59.9% | $67,579-46.4% |
| Participation rate | 73.4% | 68.6%+4.8pp | 73.3%+0.2pp | 71.3%+2.1pp |
| Annual return | 20.36% | 37.27%-16.9pp | 78.10%-57.7pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,071 | $1,846-42.0% | $2,854-62.5% | $2,148-50.1% |
| Participant deferral / active EE | $2,501 | $2,625-4.7% | $3,885-35.6% | $3,539-29.3% |
| Admin fee / account holder | $41 | $123-66.4% | $5,351-99.2% | $142-70.9% |