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 5-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 | $224,844 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $75,000 |
LATTIMORE BLACK MORGAN AND CAIN1+ years Filed as: LATTIMORE BLACK MORGAN & CAIN PC Service code 10 · EIN 62-1199757 | Accounting | $10,250 |
MBI DIRECT MAIL1+ years Service code 49 · EIN 59-2944301 | Other Services | $2,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,481 | $66,513-66.2% | $178,490-87.4% | $106,222-78.8% |
| Participation rate | 62.9% | 73.8%-10.9pp | 81.9%-19.0pp | 70.8%-7.9pp |
| Annual return | 44.38% | 21.81%+22.6pp | 151.07%-106.7pp | 21.69%+22.7pp |
| Employer contribution / active EE | $678 | $1,776-61.8% | $5,011-86.5% | $2,723-75.1% |
| Participant deferral / active EE | $2,122 | $3,679-42.3% | $5,202-59.2% | $4,600-53.9% |
| Admin fee / account holder | $38 | $53-28.4% | $13,984-99.7% | $78-51.1% |