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 15 · EIN 13-3689044 | Recordkeeping | $24,485 |
COOKSTREET CONSULTING2 years Filed as: COOKSTREET CONSULTING INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $7,613 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILEY LLP Service code 10 · EIN 45-0250958 | Accounting | $7,500 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,046 | $89,355-45.1% | $141,162-65.3% | $72,985-32.8% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.5%+3.0pp | 69.5%+16.0pp |
| Annual return | 22.43% | 111.85%-89.4pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,423 | $3,114-22.2% | $4,735-48.8% | $2,440-0.7% |
| Participant deferral / active EE | $5,785 | $5,418+6.8% | $6,709-13.8% | $3,607+60.4% |
| Admin fee / account holder | $425 | $5,958-92.9% | $10,261-95.9% | $5,124-91.7% |