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 60 · EIN 04-2647786 | Sub-TA Fees | $119,981 |
WIMMER CONSULTING LLC1 year Filed as: WIMMER CON Service code 26 · EIN 26-0637928 | Advisory (Participants) | $108,592 |
MILBERN RAY AND COMPANY8+ years Service code 10 · EIN 75-1793612 | Accounting | $74,830 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,390 |
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 | $21,237 | $39,973-46.9% | $79,550-73.3% | $77,904-72.7% |
| Participation rate | 76.5% | 64.6%+11.9pp | 69.5%+7.0pp | 73.7%+2.8pp |
| Annual return | -19.40% | 3.42%-22.8pp | 0.16%-19.6pp | 12.21%-31.6pp |
| Employer contribution / active EE | $897 | $1,088-17.5% | $2,413-62.8% | $2,848-68.5% |
| Participant deferral / active EE | $3,109 | $2,774+12.1% | $3,985-22.0% | $4,806-35.3% |
| Admin fee / account holder | $131 | $113+15.8% | $6,832-98.1% | $133-1.3% |