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 KELLMAN3 years Filed as: HAROLD R. KELLMAN Service code 26 · EIN 10-8384042 | Advisory (Participants) | $158,777 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,358 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $40,425 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $5,468 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,447 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,542 | $95,388+175.2% | $125,339+109.5% | $77,904+237.0% |
| Participation rate | 91.3% | 78.6%+12.7pp | 82.4%+9.0pp | 73.7%+17.7pp |
| Annual return | -18.02% | 116.19%-134.2pp | 572.05%-590.1pp | 12.21%-30.2pp |
| Employer contribution / active EE | $7,740 | $3,666+111.1% | $4,814+60.8% | $2,848+171.8% |
| Participant deferral / active EE | $14,828 | $7,711+92.3% | $7,446+99.1% | $4,806+208.5% |
| Admin fee / account holder | $115 | $119-3.5% | $10,010-98.9% | $133-13.4% |