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 52 · EIN 04-1590850 | Indirect Investment Fees | $68,941 |
CONOVER CAPITAL MANAGEMENT1+ years Filed as: CONOVER CAPITAL MANAGEMENT, LLC Service code 27 · EIN 91-2163005 | Advisory (Plan) | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,963 | $37,044-8.3% | $71,796-52.7% | $57,658-41.1% |
| Participation rate | 75.3% | 61.1%+14.2pp | 69.1%+6.2pp | 70.2%+5.1pp |
| Annual return | 7.80% | 12.64%-4.8pp | 78.04%-70.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $492 | $720-31.6% | $1,924-74.4% | $1,974-75.1% |
| Participant deferral / active EE | $2,536 | $1,974+28.5% | $2,794-9.3% | $3,061-17.1% |
| Admin fee / account holder | $134 | $101+32.9% | $4,815-97.2% | $95+41.9% |