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 |
|---|---|---|
PATRICK MCCULLOUGH3 years Filed as: PATRICK COMBS Service code 99 · EIN 71-0908786 | Other Fees | $57,061 |
WEAVER AND TIDWELL, LLP1 year Service code 99 · EIN 11-1000111 | Other Fees | $16,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INV. MANGEMENT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,265 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,880 | $52,953+133.9% | $172,739-28.3% | $65,185+90.0% |
| Participation rate | 96.6% | 66.2%+30.4pp | 82.6%+13.9pp | 70.2%+26.4pp |
| Annual return | 23.40% | 30.12%-6.7pp | 802.84%-779.4pp | 29.38%-6.0pp |
| Employer contribution / active EE | $9,226 | $2,190+321.3% | $5,143+79.4% | $2,177+323.9% |
| Participant deferral / active EE | $3,453 | $2,471+39.8% | $5,198-33.6% | $3,514-1.7% |
| Admin fee / account holder | $307 | $472-34.9% | $13,954-97.8% | $847-63.7% |