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 |
|---|---|---|
CABLE HILL PARTNERS4 years Service code 26 · EIN 46-4959656 | Advisory (Participants) | $25,792 |
PENSION PLAN SPECIALISTS, PC2 years Service code 13 · EIN 26-1570786 | Contract Administrator | $2,250 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,037 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,315 | $89,355-29.1% | $141,162-55.1% | $72,985-13.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.49% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $3,658 | $3,114+17.5% | $4,735-22.7% | $2,440+49.9% |
| Participant deferral / active EE | $7,063 | $5,418+30.4% | $6,709+5.3% | $3,607+95.8% |
| Admin fee / account holder | $412 | $5,958-93.1% | $10,261-96.0% | $5,124-92.0% |