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 |
|---|---|---|
NICHOLAS PENSION CONSULTANTS3 years Service code 13 · EIN 27-1186851 10933 TRADE CENTER DRIVE, SUITE 100 · RANCHO CORDOVA, CA 95670 | Contract Administrator | $7,671 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,047 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,392 | $75,388-66.3% | $123,544-79.4% | $55,725-54.4% |
| Participation rate | 92.3% | 75.7%+16.6pp | 82.3%+10.0pp | 70.9%+21.5pp |
| Annual return | -3.60% | 4.48%-8.1pp | 119.20%-122.8pp | 244.93%-248.5pp |
| Employer contribution / active EE | $574 | $3,063-81.3% | $4,628-87.6% | $2,078-72.4% |
| Participant deferral / active EE | $4,149 | $5,651-26.6% | $6,426-35.4% | $3,356+23.7% |
| Admin fee / account holder | $86 | $120-28.0% | $9,284-99.1% | $115-25.1% |