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 |
|---|---|---|
HAROLD R KELLMAN1 year Filed as: HAROLD R.KELLMAN Service code 16 · EIN 10-8384042 | Consulting | $131,050 |
Filed as: BINGHAM, OSBORN & SCARBOROUGH LLC Service code 27 · EIN 94-3241802 | Advisory (Plan) | $31,310 |
WEALTH ARCHITECTS1 year Service code 16 · EIN 20-3052198 | Consulting | $27,578 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,375 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $259,829 | $155,795+66.8% | $136,294+90.6% | $69,631+273.1% |
| Participation rate | 91.1% | 75.2%+15.8pp | 81.9%+9.2pp | 70.7%+20.4pp |
| Annual return | 19.11% | 232464.33%-232445.2pp | 5155.94%-5136.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $9,401 | $2,991+214.3% | $4,695+100.2% | $2,032+362.6% |
| Participant deferral / active EE | $11,253 | $5,394+108.6% | $6,247+80.1% | $3,224+249.1% |
| Admin fee / account holder | $73 | $128-43.1% | $9,243-99.2% | $110-33.9% |