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 |
|---|---|---|
Filed as: B RILEY WEALTH MANAGEMENT INC. Service code 10 6000 POPLAR AVE STE.150 · MEMPHIS, TN 38119 | Accounting | $37,469 |
BURLEIGH CONSULTING GROUP7+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DR., STE. 2 · MEMPHIS, TN 38117 | Contract Administrator | $18,185 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,392 |
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 | $37,343 | $47,722-21.7% | $82,719-54.9% | $64,808-42.4% |
| Participation rate | 75.0% | 67.6%+7.4pp | 72.6%+2.4pp | 71.5%+3.5pp |
| Annual return | -15.84% | -13.05%-2.8pp | 701.18%-717.0pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,155 | $2,179-47.0% | $3,009-61.6% | $2,506-53.9% |
| Participant deferral / active EE | $2,682 | $3,329-19.5% | $4,395-39.0% | $4,310-37.8% |
| Admin fee / account holder | $186 | $143+30.3% | $5,329-96.5% | $188-0.8% |