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 |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $388,205 |
MAMMINI COMPANY INC.1 year Filed as: MAMMINI COMPANY, INC Service code 26 · EIN 47-0879697 | Advisory (Participants) | $211,972 |
MATRIX TRUST COMPANY9+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $193,037 |
Service code 15 · EIN 91-2090931 | Recordkeeping | $152,822 |
KRAW LAW GROUP1 year Filed as: KRAW LAW GROUP, APC Service code 29 · EIN 32-0465891 | Legal | $109,365 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $57,462 |
SMART SOURCE LLC3 years Service code 36 · EIN 30-0830429 | Direct payment from the plan; Copying... | $41,366 |
STEPHEN HORN INSURANCE SERVICES9+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $14,621 |
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 | $123,447 | $241,101-48.8% | $103,333+19.5% | $199,593-38.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.23% | 17.80%-5.6pp | 24.88%-12.6pp | 34.25%-22.0pp |
| Employer contribution / active EE | $10,956 | $4,244+158.1% | $3,868+183.3% | $3,034+261.1% |
| Participant deferral / active EE | $1,794 | $3,958-54.7% | $5,057-64.5% | $5,087-64.7% |
| Admin fee / account holder | $136 | $288-52.9% | $8,355-98.4% | $269-49.6% |