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 | $254,844 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $65,000 |
MORGAN LEWIS6+ years Service code 29 · EIN 23-0891050 | Legal | $29,399 |
CROWE LLP6+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $19,425 |
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.
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 | $58,674 | $176,491-66.8% | $95,952-38.9% | $90,288-35.0% |
| Participation rate | 90.5% | 86.6%+3.9pp | 77.1%+13.4pp | 73.4%+17.2pp |
| Annual return | 24.43% | 20.14%+4.3pp | 91.61%-67.2pp | 53.97%-29.5pp |
| Employer contribution / active EE | $1,379 | $2,789-50.5% | $2,541-45.7% | $2,524-45.4% |
| Participant deferral / active EE | $3,939 | $5,340-26.2% | $4,167-5.5% | $4,232-6.9% |
| Admin fee / account holder | $95 | $154-38.4% | $6,795-98.6% | $114-16.8% |