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 |
|---|---|---|
GEORGE W. TEATS, JR., CPA3 years Service code 10 · EIN 26-1557474 | Accounting | $10,500 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,817 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $137,722 | $89,355+54.1% | $141,162-2.4% | $72,985+88.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.00% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $7,701 | $3,114+147.3% | $4,735+62.6% | $2,440+215.7% |
| Participant deferral / active EE | $6,992 | $5,418+29.1% | $6,709+4.2% | $3,607+93.8% |
| Admin fee / account holder | $1,678 | $5,958-71.8% | $10,261-83.6% | $5,124-67.2% |