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 42-0127290 | Contract Administrator | $152,020 |
PURSHE KAPLAN STERLING INV4 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $84,069 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL,LLP Service code 10 · EIN 75-0786316 | Accounting | $13,055 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,415 | $92,971-14.6% | $96,683-17.9% | $74,419+6.7% |
| Participation rate | 98.3% | 71.5%+26.7pp | 74.3%+23.9pp | 70.7%+27.6pp |
| Annual return | 10.87% | 37.49%-26.6pp | 35.69%-24.8pp | 34.38%-23.5pp |
| Employer contribution / active EE | $3,711 | $3,426+8.3% | $3,737-0.7% | $2,637+40.7% |
| Participant deferral / active EE | $6,546 | $3,970+64.9% | $4,878+34.2% | $4,528+44.6% |
| Admin fee / account holder | $343 | $633-45.8% | $6,730-94.9% | $348-1.3% |