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 |
|---|---|---|
WALTER REICHEN1 year Filed as: WALTER TEICHEN Service code 27 · EIN 34-1421038 | Advisory (Plan) | $12,734 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,612 | $42,396+111.4% | $67,313+33.1% | $56,287+59.2% |
| Participation rate | 41.1% | 61.0%-19.9pp | 69.1%-28.0pp | 69.9%-28.8pp |
| Annual return | -5.44% | -36.63%+31.2pp | -4.08%-1.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $505 | $1,414-64.3% | $2,566-80.3% | $2,111-76.1% |
| Participant deferral / active EE | $2,380 | $2,360+0.9% | $3,568-33.3% | $3,350-28.9% |
| Admin fee / account holder | $256 | $510-49.7% | $4,507-94.3% | $521-50.8% |