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 64 · EIN 71-0294708 | Recordkeeping Fees | $51,760 |
MADDOCK FINANCIAL LLC2+ years Filed as: MADDOCK FINANCIAL, LLC Service code 99 · EIN 37-1423407 | Other Fees | $18,473 |
LLAMAS RENE1 year Service code 55 291 S MAIN ST STE F · YUMA, AZ 85364 | Other Commissions | $6,720 |
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 | $20,552 | $46,100-55.4% | $86,590-76.3% | $69,631-70.5% |
| Participation rate | 99.0% | 67.2%+31.8pp | 73.5%+25.5pp | 70.7%+28.3pp |
| Annual return | 15.93% | 21.02%-5.1pp | 964.84%-948.9pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,166 | $1,850+17.1% | $2,839-23.7% | $2,032+6.6% |
| Participant deferral / active EE | $1,746 | $2,432-28.2% | $3,609-51.6% | $3,224-45.8% |
| Admin fee / account holder | $94 | $94-0.1% | $4,906-98.1% | $110-15.1% |