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 13 · EIN 06-1050034 | Contract Administrator | $231,875 |
THE PFE GROUP5+ years Filed as: PFE ADVISORS, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $162,349 |
Filed as: IRENE GALLAGHER Service code 29 · EIN 82-2288790 | Legal | $15,890 |
EIDE BAILLY LLP5+ years Service code 10 · EIN 45-0250958 | Accounting | $11,300 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $109,207 | $101,523+7.6% | $141,162-22.6% | $77,787+40.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.8pp |
| Annual return | 23.10% | 56.22%-33.1pp | 71.39%-48.3pp | 32.57%-9.5pp |
| Employer contribution / active EE | $3,822 | $3,341+14.4% | $4,735-19.3% | $2,504+52.6% |
| Participant deferral / active EE | $8,158 | $6,434+26.8% | $6,709+21.6% | $3,967+105.6% |
| Admin fee / account holder | $142 | $92+55.4% | $10,261-98.6% | $100+42.2% |