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 LLP3+ years Filed as: OLSHAN Service code 14 65 EAST 55TH STREET · NEW YORK, NY 10022 | Plan Administrator | $9,236 |
Filed as: ABBOTT LIVINGS SMITH AND HIGGINS P. Service code 10 2501 TWENTIETH PLACE SOUTH · BIRMINGHAM, AL 35223 | Accounting | $8,500 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,082 |
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 | $229,038 | $46,297+394.7% | $71,671+219.6% | $62,292+267.7% |
| Participation rate | 96.7% | 60.6%+36.0pp | 68.7%+27.9pp | 69.5%+27.2pp |
| Annual return | 16.00% | 22.32%-6.3pp | 20.65%-4.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $3,702 | $1,412+162.2% | $2,460+50.5% | $2,042+81.3% |
| Participant deferral / active EE | $8,627 | $2,235+286.0% | $3,438+150.9% | $3,169+172.2% |
| Admin fee / account holder | $95 | $461-79.4% | $5,558-98.3% | $479-80.2% |