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 |
|---|---|---|
KEVIN J. DRISCOLL4+ years Filed as: KEVIN SMITH Service code 63 · EIN 43-0345811 | 12b-1 Fees | $18,813 |
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 | $34,756 | $50,958-31.8% | $74,550-53.4% | $64,186-45.9% |
| Participation rate | 72.4% | 61.1%+11.4pp | 69.1%+3.3pp | 69.6%+2.9pp |
| Annual return | -5.22% | -1.86%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $588 | $1,115-47.3% | $1,961-70.0% | $2,381-75.3% |
| Participant deferral / active EE | $3,365 | $2,301+46.2% | $3,108+8.3% | $3,470-3.0% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |