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 6-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 |
|---|---|---|
EQUITABLE ADVISORS LLC1+ years Service code 11 · EIN 13-4078005 | Actuarial | $42,665 |
FULLER & THALER ASSET MANAGEMENT1+ years Filed as: FULLER LOWENBERG & CO., CPAS, PC Service code 10 · EIN 20-0066099 | Accounting | $13,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,292 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,148 | $111,608+2.3% | $177,821-35.8% | $73,409+55.5% |
| Participation rate | 78.4% | 87.9%-9.5pp | 87.7%-9.3pp | 72.2%+6.2pp |
| Annual return | 79.28% | 18.23%+61.1pp | 48.32%+31.0pp | 59.29%+20.0pp |
| Employer contribution / active EE | $1,690 | $3,796-55.5% | $5,918-71.4% | $2,234-24.3% |
| Participant deferral / active EE | $5,398 | $6,199-12.9% | $7,714-30.0% | $3,805+41.9% |
| Admin fee / account holder | $98 | $166-41.0% | $12,427-99.2% | $158-38.1% |