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 8-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 |
|---|---|---|
NORVELL & ASSOCIATES, P.C.1+ years Service code 10 · EIN 45-2574444 2009 DARBY DRIVE · FLORENCE, AL 35630 | Accounting | $11,912 |
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 1500 AMERICAN BLVD. NJ2-150-01-13 · PENNINGTON, NJ 08534 | Recordkeeping | $8,675 |
QCWDR, LLP1+ years Service code 29 · EIN 45-1444874 2-20TH STREET NORTH, SUITE 930 · BIRMINGHAM, AL 35203 | Legal | $5,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,604 | $37,884-11.3% | $79,464-57.7% | $75,289-55.4% |
| Participation rate | 82.7% | 65.0%+17.7pp | 73.3%+9.3pp | 72.4%+10.2pp |
| Annual return | 11.34% | 1.06%+10.3pp | 718.14%-706.8pp | -0.04%+11.4pp |
| Employer contribution / active EE | $3,753 | $1,680+123.4% | $2,800+34.0% | $2,405+56.1% |
| Participant deferral / active EE | $120 | $2,569-95.3% | $3,704-96.8% | $3,739-96.8% |
| Admin fee / account holder | $35 | $77-54.5% | $5,113-99.3% | $102-65.9% |