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 |
|---|---|---|
H BECK INC2+ years Service code 27 · EIN 52-1321340 | Advisory (Plan) | $25,905 |
Service code 37 · EIN 04-2647786 | Loan Processing | $869 |
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 | $71,580 | $75,183-4.8% | $123,892-42.2% | $55,167+29.8% |
| Participation rate | 96.8% | 72.8%+24.0pp | 81.4%+15.4pp | 69.0%+27.8pp |
| Annual return | 7.51% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,914 | $2,823-32.2% | $4,617-58.5% | $1,963-2.5% |
| Participant deferral / active EE | $6,161 | $5,084+21.2% | $5,984+3.0% | $3,054+101.7% |
| Admin fee / account holder | $138 | $663-79.2% | $8,357-98.3% | $504-72.6% |