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 & GOBLE7+ years Filed as: KAUFMANN & GOBLE ASSOCIATES Service code 15 · EIN 94-2614826 | Recordkeeping | $144,061 |
UA LOCAL 3431 year Filed as: U.A. LOCAL 343 Service code 13 · EIN 94-0925634 | Contract Administrator | $77,256 |
KRAW LAW GROUP6 years Service code 29 · EIN 32-0465891 | Legal | $36,656 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $25,952 |
VERUS1 year Filed as: VERUS ADVISORY, LLC Service code 17 · EIN 91-1320111 | Pension Consulting | $25,000 |
MATRIX TRUST COMPANY1 year Service code 24 · EIN 75-3182674 | Discretionary Trustee | $18,314 |
VACA 343 MT LLC2 years Service code 49 · EIN 85-1445430 | Other Services | $9,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,621 | $88,770-53.1% | $109,143-61.9% | $93,030-55.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 11.79% | 60.64%-48.8pp | 25.75%-14.0pp | 158.70%-146.9pp |
| Employer contribution / active EE | $1,057 | $3,780-72.0% | $3,722-71.6% | $2,706-60.9% |
| Participant deferral / active EE | $633 | $3,630-82.5% | $4,653-86.4% | $4,562-86.1% |
| Admin fee / account holder | $226 | $172+31.1% | $6,752-96.7% | $152+48.9% |