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 |
|---|---|---|
MAULDIN & JENKINS1+ years Service code 10 2000 SOUTHBRIDGE PARKWAY · BIRMINGHAM, AL 35209 | Accounting | $5,039 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,830 |
FIRST BANKERS TRUST SERVICES1+ years Service code 21 2321 KOCHS LANE · QUINCY, IL 623054005 | Bank Trustee | $1,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,965 | $68,413-59.1% | $123,104-77.3% | $55,191-49.3% |
| Participation rate | 93.2% | 84.5%+8.6pp | 86.8%+6.4pp | 69.2%+24.0pp |
| Annual return | -0.16% | 6.30%-6.5pp | 13.22%-13.4pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,871 | $3,050-38.7% | $5,151-63.7% | $1,899-1.5% |
| Participant deferral / active EE | $1,728 | $4,490-61.5% | $6,230-72.3% | $3,046-43.3% |
| Admin fee / account holder | $30 | $88-66.2% | $9,015-99.7% | $91-67.3% |