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 |
|---|---|---|
KAUFMANN & GOBLE1 year Filed as: KAUFMANN AND GOBLE ASSOCIATES, INC. Service code 14 · EIN 94-2614826 | Plan Administrator | $182,039 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $95,682 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 16 1999 HARRISON STREET, SUITE 2200 · OAKLAND, CA 94612 | Consulting | $93,918 |
MATRIX TRUST COMPANY5+ years Service code 25 · EIN 75-3182674 | Directed Trustee | $55,588 |
WEINBERG, ROGER & ROSENFELD5+ years Service code 29 · EIN 94-2458080 | Legal | $15,903 |
Filed as: DST FINANCIAL SERVICES Service code 38 · EIN 43-1581814 | Participant Communication | $5,356 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,564 | $74,462-53.6% | $81,983-57.8% | $90,288-61.7% |
| Participation rate | 100.0% | 69.7%+30.3pp | 69.2%+30.8pp | 73.4%+26.6pp |
| Annual return | 12.34% | 17.56%-5.2pp | 41.31%-29.0pp | 53.97%-41.6pp |
| Employer contribution / active EE | $2,587 | $2,334+10.8% | $2,498+3.5% | $2,524+2.5% |
| Participant deferral / active EE | $2,833 | $3,602-21.3% | $3,722-23.9% | $4,232-33.1% |
| Admin fee / account holder | $131 | $98+34.0% | $5,664-97.7% | $114+15.1% |