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 |
|---|---|---|
STEVEN D EISENBERG CPA PA1+ years Filed as: STEVEN A MURPHY Service code 53 · EIN 20-8874282 | Insurance Commissions | $58,903 |
BILDNER & GIANNASCO, LLP1+ years Service code 10 · EIN 11-3578591 | Accounting | $48,316 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $41,758 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,237 |
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 | $82,274 | $75,760+8.6% | $123,104-33.2% | $59,188+39.0% |
| Participation rate | 83.0% | 86.0%-3.0pp | 86.8%-3.7pp | 69.4%+13.6pp |
| Annual return | 1.98% | 2.93%-1.0pp | 13.22%-11.2pp | 5.51%-3.5pp |
| Employer contribution / active EE | $3,265 | $3,415-4.4% | $5,151-36.6% | $2,098+55.6% |
| Participant deferral / active EE | $6,696 | $5,000+33.9% | $6,230+7.5% | $3,265+105.1% |
| Admin fee / account holder | $23 | $61-61.9% | $9,015-99.7% | $92-74.9% |