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 6-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 37 · EIN 04-2647786 | Loan Processing | $258,362 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING INC Service code 16 · EIN 84-0854432 | Consulting | $74,951 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,853 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,028 | $84,000-27.3% | $119,609-49.0% | $77,904-21.7% |
| Participation rate | 95.9% | 77.8%+18.1pp | 79.3%+16.6pp | 73.7%+22.2pp |
| Annual return | -18.39% | -11.59%-6.8pp | -14.97%-3.4pp | 12.21%-30.6pp |
| Employer contribution / active EE | $3,102 | $2,907+6.7% | $4,232-26.7% | $2,848+8.9% |
| Participant deferral / active EE | $6,510 | $4,705+38.4% | $5,602+16.2% | $4,806+35.5% |
| Admin fee / account holder | $89 | $116-22.8% | $10,323-99.1% | $133-32.5% |