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. DRISCOLL5+ years Filed as: KEVIN SMITH Service code 63 · EIN 43-0345811 | 12b-1 Fees | $19,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,577 | $49,138-13.4% | $84,015-49.3% | $65,185-34.7% |
| Participation rate | 69.2% | 60.7%+8.4pp | 69.0%+0.1pp | 70.2%-1.0pp |
| Annual return | 23.45% | 23.00%+0.5pp | 71.31%-47.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $560 | $914-38.8% | $1,983-71.8% | $2,177-74.3% |
| Participant deferral / active EE | $3,241 | $2,397+35.2% | $3,239+0.1% | $3,514-7.8% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |