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 13 · EIN 42-0127290 | Contract Administrator | $9,599 |
COLEMAN & WILLIAMS, LTD.1 year Filed as: COLEMAN, DONALD F. Service code 49 PO BOX 300430 · ESCONDIDO, CA 920300430 | Other Services | $5,753 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,670 | $70,908+26.5% | $98,907-9.3% | $73,488+22.0% |
| Participation rate | 94.1% | 73.8%+20.3pp | 76.0%+18.0pp | 70.7%+23.4pp |
| Annual return | 25.91% | 34.17%-8.3pp | 196.43%-170.5pp | 28.51%-2.6pp |
| Employer contribution / active EE | $3,372 | $2,036+65.6% | $2,689+25.4% | $2,270+48.5% |
| Participant deferral / active EE | $5,672 | $3,500+62.1% | $4,244+33.6% | $3,740+51.7% |
| Admin fee / account holder | $67 | $535-87.4% | $6,642-99.0% | $513-86.9% |