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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $6,879 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND FINANCIAL SERVICES, INC. Service code 27 1 HUNTINGTON RD, STE 804 · ATHENS, GA 30606 | Advisory (Plan) | $6,187 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,494 | $77,813-74.9% | $123,544-84.2% | $64,186-69.6% |
| Participation rate | 80.7% | 74.7%+6.0pp | 82.3%-1.6pp | 69.6%+11.2pp |
| Annual return | -4.94% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,808 | $5,240-46.4% | $6,426-56.3% | $3,470-19.1% |
| Admin fee / account holder | $142 | $5,519-97.4% | $9,284-98.5% | $4,888-97.1% |