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 13 · EIN 06-1050034 | Contract Administrator | $30,737 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PANNELL KERR FORSTER OF TEXAS, PC Service code 10 · EIN 76-0356844 | Accounting | $23,464 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $16,413 |
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 | $89,162 | $79,519+12.1% | $95,952-7.1% | $73,409+21.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 27.28% | 19.20%+8.1pp | 91.61%-64.3pp | 59.29%-32.0pp |
| Employer contribution / active EE | $2,762 | $2,048+34.9% | $2,541+8.7% | $2,234+23.7% |
| Participant deferral / active EE | $8,439 | $4,138+103.9% | $4,167+102.5% | $3,805+121.8% |
| Admin fee / account holder | $88 | $184-52.2% | $6,795-98.7% | $158-44.1% |