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 3-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 13 · EIN 42-0127290 | Contract Administrator | $36,979 |
Filed as: AEGIS RETIREMENT PARTNERS, INC Service code 49 | Other Services | $15,028 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 27 | Advisory (Plan) | $9,184 |
Filed as: AEGIS RETIREMENT PARTNERS, LLC Service code 49 · EIN 81-5017344 | Other Services | $0 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN RD · FAIRFIELD, IN 53556 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,989 | $101,317-62.5% | $146,958-74.1% | $74,495-49.0% |
| Participation rate | 83.8% | 75.5%+8.3pp | 82.2%+1.7pp | 67.2%+16.6pp |
| Annual return | 24.64% | 8730.91%-8706.3pp | 418.34%-393.7pp | 1364.94%-1340.3pp |
| Employer contribution / active EE | $3,393 | $3,810-10.9% | $4,933-31.2% | $2,623+29.4% |
| Participant deferral / active EE | $7,019 | $7,303-3.9% | $8,070-13.0% | $4,346+61.5% |
| Admin fee / account holder | $209 | $1,739-88.0% | $12,998-98.4% | $1,942-89.2% |