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 CONSULTANTS4 years Service code 13 · EIN 27-1186851 10933 TRADE CENTER DRIVE, SUITE 100 · RANCHO CORDOVA, CA 95670 | Contract Administrator | $14,347 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,566 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,187 | $88,122-65.7% | $141,162-78.6% | $67,579-55.3% |
| Participation rate | 94.1% | 76.5%+17.7pp | 82.5%+11.7pp | 71.3%+22.9pp |
| Annual return | 21.39% | 75.40%-54.0pp | 71.39%-50.0pp | 378.56%-357.2pp |
| Employer contribution / active EE | $619 | $3,224-80.8% | $4,735-86.9% | $2,148-71.2% |
| Participant deferral / active EE | $4,454 | $5,958-25.2% | $6,709-33.6% | $3,539+25.8% |
| Admin fee / account holder | $98 | $131-25.2% | $10,261-99.0% | $142-31.2% |