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 |
|---|---|---|
CASSELL PLAN AUDITS2+ years Service code 10 · EIN 46-2966358 1424 EAST MAIN STREET · ST. CHARLES, IL 60174 | Accounting | $7,500 |
LT TRUST COMPANY2+ years Filed as: LT TRUST Service code 15 · EIN 61-1607607 1675 BROADWAY, SUITE 500 · DENVER, CO 80202 | Recordkeeping | $1,851 |
HORIZON INVESTMENTS, LLC2+ years Service code 27 · EIN 27-1972251 13024 BALLATYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Advisory (Plan) | $790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,299 | $80,753-46.4% | $136,294-68.2% | $62,292-30.5% |
| Participation rate | 56.8% | 73.5%-16.8pp | 81.9%-25.2pp | 69.5%-12.8pp |
| Annual return | 18.05% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,394 | $2,884-51.7% | $4,695-70.3% | $2,042-31.8% |
| Participant deferral / active EE | $5,153 | $5,164-0.2% | $6,247-17.5% | $3,169+62.6% |
| Admin fee / account holder | $103 | $525-80.4% | $9,243-98.9% | $479-78.5% |