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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP Service code 27 · EIN 36-3109431 | Advisory (Plan) | $32,143 |
MAXWELL LOCKE & RITTER LLP1+ years Service code 10 · EIN 74-2900215 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$80,956 |
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 | $185,598 | $112,315+65.2% | $81,367+128.1% | $55,191+236.3% |
| Participation rate | 99.4% | 88.0%+11.4pp | 82.3%+17.1pp | 69.2%+30.3pp |
| Annual return | -0.43% | 0.62%-1.0pp | -0.92%+0.5pp | 10.78%-11.2pp |
| Employer contribution / active EE | $14,717 | $4,239+247.2% | $3,930+274.5% | $1,899+675.1% |
| Participant deferral / active EE | $9,447 | $6,435+46.8% | $5,383+75.5% | $3,046+210.1% |
| Admin fee / account holder | -$37 | $83-144.4% | $8,926-100.4% | $91-140.8% |