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 42-0127290 | Contract Administrator | $69,967 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $29,971 |
KIMBERLIN COMPANY, PLLC2 years Service code 10 7517 S. MCCLINTOCK · TEMPE, AZ 85283 | Accounting | $0 |
PLANTE & MORAN, PLLC2 years Service code 10 3000 TOWN CENTER · SOUTHFIELD, MI 48075 | Accounting | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,725 | $88,480-56.2% | $96,683-59.9% | $80,160-51.7% |
| Participation rate | 94.0% | 79.9%+14.1pp | 74.3%+19.6pp | 72.9%+21.0pp |
| Annual return | 17.77% | 22.53%-4.8pp | 35.69%-17.9pp | 40.38%-22.6pp |
| Employer contribution / active EE | $1,411 | $4,176-66.2% | $3,737-62.2% | $2,978-52.6% |
| Participant deferral / active EE | $3,897 | $3,959-1.5% | $4,878-20.1% | $5,017-22.3% |
| Admin fee / account holder | $74 | $212-65.0% | $6,730-98.9% | $145-48.9% |