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 |
|---|---|---|
TEAGUE MARQUESS & ASSOCIATES3+ years Service code 10 · EIN 45-4083690 | Accounting | $50,233 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $35,728 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING, INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $23,453 |
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).
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 | $81,650 | $80,753+1.1% | $136,294-40.1% | $62,292+31.1% |
| Participation rate | 78.3% | 73.5%+4.7pp | 81.9%-3.6pp | 69.5%+8.8pp |
| Annual return | 11.46% | 35.83%-24.4pp | 5155.94%-5144.5pp | 28.90%-17.4pp |
| Employer contribution / active EE | $2,581 | $2,884-10.5% | $4,695-45.0% | $2,042+26.4% |
| Participant deferral / active EE | $9,331 | $5,164+80.7% | $6,247+49.4% | $3,169+194.4% |
| Admin fee / account holder | $285 | $525-45.8% | $9,243-96.9% | $479-40.6% |