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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $30,135 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG AND CO Service code 10 · EIN 95-3288054 | Accounting | $7,500 |
HMC ARCHITECTS1 year Service code 10 · EIN 95-2109939 | Accounting | $5,500 |
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $4,609 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,335 |
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 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 | $106,866 | $80,177+33.3% | $123,892-13.7% | $57,658+85.3% |
| Participation rate | 91.9% | 74.4%+17.5pp | 81.4%+10.5pp | 70.2%+21.7pp |
| Annual return | 5.87% | 17.90%-12.0pp | 47.52%-41.7pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,512 | $2,913-48.1% | $4,617-67.2% | $1,974-23.4% |
| Participant deferral / active EE | $6,065 | $5,130+18.2% | $5,984+1.3% | $3,061+98.2% |
| Admin fee / account holder | $25 | $106-76.4% | $8,357-99.7% | $95-73.5% |