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. DRISCOLL6+ years Filed as: KEVIN SMITH Service code 63 · EIN 43-0345811 | 12b-1 Fees | $19,263 |
Service code 38 · EIN 35-0145825 | Participant Communication | $9,032 |
Filed as: CETERA INVESTMENT SERVICES Service code 63 · EIN 41-1483314 | 12b-1 Fees | $2,798 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,372 | $54,573-4.0% | $90,951-42.4% | $73,488-28.7% |
| Participation rate | 91.3% | 61.2%+30.1pp | 69.0%+22.3pp | 70.7%+20.6pp |
| Annual return | 19.65% | 16.69%+3.0pp | 134.60%-115.0pp | 28.51%-8.9pp |
| Employer contribution / active EE | $607 | $991-38.8% | $2,122-71.4% | $2,270-73.3% |
| Participant deferral / active EE | $3,729 | $2,517+48.2% | $3,373+10.6% | $3,740-0.3% |
| Admin fee / account holder | $42 | $521-91.9% | $5,959-99.3% | $513-91.8% |