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 |
|---|---|---|
MAXWELL LOCKE & RITTER LLP3 years Filed as: MAXWELL LOCKE & RITTER Service code 13 · EIN 74-2900215 | Contract Administrator | $9,859 |
RETIREMENT HORIZONS INC.3 years Service code 15 · EIN 76-0551734 | Recordkeeping | $4,445 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,149 | $49,227-44.8% | $70,449-61.5% | $79,858-66.0% |
| Participation rate | 80.7% | 69.2%+11.6pp | 75.1%+5.7pp | 69.6%+11.1pp |
| Annual return | 3.47% | 30.06%-26.6pp | 109.03%-105.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $1,566 | $2,099-25.4% | $2,737-42.8% | $2,471-36.6% |
| Participant deferral / active EE | $3,580 | $2,768+29.3% | $3,709-3.5% | $3,740-4.3% |
| Admin fee / account holder | $173 | $2,878-94.0% | $3,845-95.5% | $5,306-96.7% |