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 |
|---|---|---|
GILBERT & SACKMAN4+ years Service code 29 · EIN 95-2906951 | Legal | $128,607 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 14 · EIN 95-2504490 | Plan Administrator | $126,886 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN D BILLER ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $47,250 |
Service code 13 · EIN 13-2501278 | Contract Administrator | $39,669 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $31,500 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCCLENNAN COMPANY Service code 23 · EIN 36-1436000 | Direct payment from the plan; Trustee... | $31,217 |
BERRY & CO., CPA'S LTD2 years Filed as: BERRY AND CO CPA'S Service code 10 · EIN 88-0400174 | Accounting | $24,213 |
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 | $50,077 | $68,904-27.3% | $121,196-58.7% | $68,904-27.3% |
| Participation rate | 86.0% | 74.1%+11.9pp | 71.7%+14.3pp | 74.1%+11.9pp |
| Annual return | -4.96% | 1.07%-6.0pp | 16.93%-21.9pp | 1.07%-6.0pp |
| Employer contribution / active EE | $742 | $2,540-70.8% | $4,022-81.5% | $2,540-70.8% |
| Participant deferral / active EE | $1,223 | $4,015-69.6% | $3,344-63.4% | $4,015-69.6% |
| Admin fee / account holder | $96 | $71+34.6% | $5,019-98.1% | $71+34.6% |