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 | $98,839 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $49,126 |
FARBER HASS HURLEY LLP6+ years Filed as: FARBER HAAS HURLEY, LLP Service code 10 · EIN 20-4207759 | Accounting | $18,100 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,624 | $105,190-54.7% | $98,907-51.8% | $90,288-47.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 16.82% | 18.52%-1.7pp | 196.43%-179.6pp | 53.97%-37.1pp |
| Employer contribution / active EE | $340 | $3,831-91.1% | $2,689-87.4% | $2,524-86.5% |
| Participant deferral / active EE | $3,958 | $5,616-29.5% | $4,244-6.7% | $4,232-6.5% |
| Admin fee / account holder | $88 | $97-9.5% | $6,642-98.7% | $114-22.7% |