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 |
|---|---|---|
SWERDLIN & COMPANY4+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $25,521 |
WILLAMETTE MANAGEMENT ASSOCIATES4+ years Service code 34 · EIN 93-0577822 8600 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Valuation (appraisals, etc.) | $22,989 |
JAMISON MONEY FARMER PC4+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $17,000 |
ESOP ECONOMICS3 years Service code 49 1616 WALNUT STREET · PHILADELPHIA, PA 19103 | Other Services | $2,805 |
KRIEG DEVAULT LLP2 years Service code 29 · EIN 35-1055087 ONE INDIANA SQUARE · INDIANAPOLIS, IN 462042079 | Legal | $143 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $177,415 | $65,365+171.4% | $92,893+91.0% | $72,985+143.1% |
| Participation rate | 97.8% | 68.3%+29.4pp | 76.0%+21.7pp | 69.5%+28.3pp |
| Annual return | 2.25% | 42.10%-39.8pp | 109.41%-107.2pp | 81.00%-78.7pp |
| Employer contribution / active EE | $22,472 | $2,594+766.3% | $3,653+515.2% | $2,440+821.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $618 | $4,251-85.5% | $5,794-89.3% | $5,124-87.9% |