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 39-0230590 | Recordkeeping | $29,969 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $6,526 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,966 | $123,793-38.6% | $177,821-57.3% | $79,858-4.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.92% | 22.82%-10.9pp | 48.32%-36.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,074 | $4,095-0.5% | $5,918-31.2% | $2,471+64.9% |
| Participant deferral / active EE | $2,694 | $5,956-54.8% | $7,714-65.1% | $3,740-28.0% |
| Admin fee / account holder | $313 | $7,243-95.7% | $12,427-97.5% | $5,306-94.1% |