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 |
|---|---|---|
OLSHAN FROME WOLOSKY LLP2+ years Filed as: OLSHAN Service code 14 65 EAST 55TH STREET · NEW YORK, NY 10022 | Plan Administrator | $16,447 |
Filed as: ABBOTT LIVINGS SMITH HIGGINS PC Service code 10 2501 TWENTIETH PLACE SOUTH · BIRMINGHAM, AL 35223 | Accounting | $8,500 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $662 |
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 | $203,685 | $44,425+358.5% | $67,834+200.3% | $55,167+269.2% |
| Participation rate | 95.8% | 59.7%+36.1pp | 68.8%+27.0pp | 69.0%+26.8pp |
| Annual return | 8.00% | 17.80%-9.8pp | 138.47%-130.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $3,651 | $1,351+170.1% | $2,403+51.9% | $1,963+86.0% |
| Participant deferral / active EE | $8,565 | $2,166+295.5% | $3,160+171.1% | $3,054+180.4% |
| Admin fee / account holder | $146 | $530-72.5% | $4,622-96.9% | $504-71.1% |