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 |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT2+ years Service code 27 | Advisory (Plan) | $73,440 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,694 |
Filed as: CORNERSTONE ADVISORS ASSET MGT Service code 27 · EIN 75-3204798 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,247 | $71,192-19.6% | $117,854-51.4% | $62,292-8.1% |
| Participation rate | 97.9% | 74.2%+23.7pp | 79.7%+18.2pp | 69.5%+28.4pp |
| Annual return | 11.82% | 18.66%-6.8pp | 335.08%-323.3pp | 28.90%-17.1pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,193 | $3,189+31.5% | $4,482-6.4% | $3,169+32.3% |
| Admin fee / account holder | $253 | $587-56.8% | $8,020-96.8% | $479-47.1% |