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 WAELTH MANAGEMENT INC. Service code 27 40 S. MAIN STREET, SUITE 1800 · MEMPHIS, TN 38103 | Advisory (Plan) | $46,212 |
BURLEIGH CONSULTING GROUP9+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117 | Contract Administrator | $20,927 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,811 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,046 | $65,908-24.1% | $81,812-38.8% | $77,643-35.5% |
| Participation rate | 73.3% | 65.8%+7.5pp | 72.3%+0.9pp | 70.6%+2.7pp |
| Annual return | 14.00% | 26.64%-12.6pp | 773.79%-759.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,268 | $2,370-46.5% | $2,912-56.4% | $2,726-53.5% |
| Participant deferral / active EE | $2,958 | $3,505-15.6% | $4,319-31.5% | $4,647-36.4% |
| Admin fee / account holder | $209 | $526-60.4% | $7,386-97.2% | $430-51.5% |