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 27 · EIN 13-5674085 | Advisory (Plan) | $70,000 |
Service code 10 · EIN 47-2399509 | Accounting | $14,825 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,132 |
GOODWIN PROCTER LLP1 year Filed as: GOODWIN PROCTOR LLP Service code 29 · EIN 04-1378465 | Legal | $550 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $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 | $118,322 | $100,801+17.4% | $149,696-21.0% | $73,409+61.2% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 18.60% | 265.34%-246.7pp | 276.60%-258.0pp | 59.29%-40.7pp |
| Employer contribution / active EE | $3,793 | $3,312+14.5% | $4,644-18.3% | $2,234+69.8% |
| Participant deferral / active EE | $12,412 | $6,404+93.8% | $6,842+81.4% | $3,805+226.2% |
| Admin fee / account holder | $17 | $181-90.7% | $9,309-99.8% | $158-89.3% |