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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 1500 AMERICAN BLVD, NJ2-150-01-13 · PENNINGTON, NJ 08534 | Recordkeeping | $239,787 |
BELLOWS ASSOCIATES, P.A.1 year Service code 10 · EIN 65-0804414 5401 N UNIVERSITY DRIVE, SUITE 201 · CORAL SPRINGS, FL 33067 | Accounting | $15,000 |
QCWDR, LLP1 year Filed as: QCWDR Service code 29 · EIN 45-1444874 2-20TH STREET NORTH, SUITE 930 · BIRMINGHAM, AL 35203 | Legal | $5,585 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $34,273 | $47,634-28.0% | $90,404-62.1% | $90,288-62.0% |
| Participation rate | 84.1% | 67.5%+16.6pp | 72.7%+11.4pp | 73.4%+10.8pp |
| Annual return | 7.36% | 19.61%-12.2pp | 1293.02%-1285.7pp | 53.97%-46.6pp |
| Employer contribution / active EE | $3,649 | $1,749+108.7% | $3,262+11.9% | $2,524+44.6% |
| Participant deferral / active EE | $128 | $2,824-95.5% | $3,963-96.8% | $4,232-97.0% |
| Admin fee / account holder | $245 | $106+131.3% | $5,611-95.6% | $114+115.0% |