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 |
|---|---|---|
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $20,000 |
RTU ASSOCIATES, INC.1 year Filed as: RTU & ASSOCIATES, INC. Service code 16 6 HILSHIRE GROVE LN · HOUSTON, TX 77055 | Consulting | $11,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$181,487 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $345,680 | $155,795+121.9% | $136,294+153.6% | $69,631+396.4% |
| Participation rate | 87.6% | 75.2%+12.4pp | 81.9%+5.7pp | 70.7%+16.9pp |
| Annual return | 18.00% | 232464.33%-232446.3pp | 5155.94%-5137.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $10,672 | $2,991+256.8% | $4,695+127.3% | $2,032+425.2% |
| Participant deferral / active EE | $8,834 | $5,394+63.8% | $6,247+41.4% | $3,224+174.0% |
| Admin fee / account holder | $50 | $128-60.8% | $9,243-99.5% | $110-54.5% |