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 37 · EIN 04-2647786 | Loan Processing | $120,711 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER RUSSELL Service code 27 · EIN 27-1529830 | Advisory (Plan) | $81,071 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,735 |
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 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 | $54,696 | $53,932+1.4% | $134,143-59.2% | $90,288-39.4% |
| Participation rate | 71.2% | 60.4%+10.9pp | 72.2%-0.9pp | 73.4%-2.1pp |
| Annual return | 11.80% | 23.16%-11.4pp | 36.33%-24.5pp | 53.97%-42.2pp |
| Employer contribution / active EE | $1,225 | $1,611-23.9% | $3,704-66.9% | $2,524-51.5% |
| Participant deferral / active EE | $2,059 | $2,432-15.4% | $3,499-41.2% | $4,232-51.4% |
| Admin fee / account holder | $194 | $104+87.0% | $6,684-97.1% | $114+69.9% |