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 |
|---|---|---|
HEINTZBERGER PAYNE2+ years Filed as: HEINTZBERGER PAYNE & COMPANY LLC Service code 13 · EIN 20-8835556 | Contract Administrator | $63,588 |
HEINTZBERGER PAYNE1+ years Service code 13 | Contract Administrator | $7,181 |
Service code 12 · EIN 13-3689044 | Float revenue; Sales loads (front end... | $2,550 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $47,765 | $39,859+19.8% | $78,689-39.3% | $57,658-17.2% |
| Participation rate | 86.0% | 66.1%+19.9pp | 73.6%+12.4pp | 70.2%+15.8pp |
| Annual return | 7.48% | 18.96%-11.5pp | 62.18%-54.7pp | 5.13%+2.3pp |
| Employer contribution / active EE | $3,696 | $1,786+106.9% | $2,851+29.6% | $1,974+87.2% |
| Participant deferral / active EE | $4,506 | $2,248+100.4% | $3,517+28.1% | $3,061+47.2% |
| Admin fee / account holder | $104 | $76+35.9% | $4,510-97.7% | $95+9.5% |