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 |
|---|---|---|
MILBERN RAY AND COMPANY6+ years Service code 10 · EIN 75-1793612 | Accounting | $84,355 |
WIMMER CONSULTING LLC6+ years Service code 26 · EIN 26-0637928 | Advisory (Participants) | $46,685 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,030 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,037 |
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 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 | $22,226 | $43,466-48.9% | $90,951-75.6% | $90,288-75.4% |
| Participation rate | 75.0% | 62.5%+12.5pp | 69.0%+5.9pp | 73.4%+1.6pp |
| Annual return | 11.88% | 25.26%-13.4pp | 134.60%-122.7pp | 53.97%-42.1pp |
| Employer contribution / active EE | $637 | $840-24.1% | $2,122-70.0% | $2,524-74.7% |
| Participant deferral / active EE | $2,183 | $2,138+2.1% | $3,373-35.3% | $4,232-48.4% |
| Admin fee / account holder | $62 | $92-32.6% | $5,959-99.0% | $114-45.7% |