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 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $389,751 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $127,375 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 59-0747981 | Accounting | $22,500 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $49,228 | $134,045-63.3% | $80,019-38.5% | $75,289-34.6% |
| Participation rate | 94.7% | 85.8%+9.0pp | 75.8%+18.9pp | 72.4%+22.3pp |
| Annual return | -3.14% | -0.56%-2.6pp | 11.22%-14.4pp | -0.04%-3.1pp |
| Employer contribution / active EE | $1,475 | $3,492-57.8% | $2,468-40.2% | $2,405-38.7% |
| Participant deferral / active EE | $4,141 | $4,976-16.8% | $3,686+12.4% | $3,739+10.8% |
| Admin fee / account holder | $211 | $124+70.1% | $6,521-96.8% | $102+105.9% |