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 |
|---|---|---|
NOVUS ADVISORS3+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $188,852 |
Filed as: SPECIALIZED ADMINISTRATORS Service code 15 · EIN 90-0713048 | Recordkeeping | $188,846 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 27-4470015 | Recordkeeping | $139,427 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 27 · EIN 20-0937408 | Advisory (Plan) | $28,635 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,976 | $43,717-63.5% | $81,478-80.4% | $77,958-79.5% |
| Participation rate | 87.2% | 42.5%+44.7pp | 68.0%+19.2pp | 71.6%+15.6pp |
| Annual return | 10.98% | 23.83%-12.8pp | 38.78%-27.8pp | 20.87%-9.9pp |
| Employer contribution / active EE | $7,307 | $919+695.4% | $2,568+184.6% | $2,310+216.3% |
| Participant deferral / active EE | $1,766 | $1,783-1.0% | $3,537-50.1% | $3,537-50.1% |
| Admin fee / account holder | $158 | $108+46.1% | $4,561-96.5% | $97+61.9% |