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 |
|---|---|---|
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 95-2699554 | Legal | $46,172 |
Filed as: BENEFIT PROGRAM ADMINISTRATION Service code 13 · EIN 13-2501278 | Contract Administrator | $39,290 |
Filed as: HENNINGFIELD & ASSOCIATES, INC Service code 10 · EIN 54-2189926 | Accounting | $22,360 |
Service code 27 · EIN 95-6055492 | Advisory (Plan) | $9,882 |
RAEL & LETSON4+ years Service code 17 · EIN 94-1701048 | Pension Consulting | $5,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $525 | $67,598-99.2% | $75,886-99.3% | $77,787-99.3% |
| Participation rate | 100.0% | 69.6%+30.4pp | 69.3%+30.7pp | 73.2%+26.8pp |
| Annual return | 3.54% | 23.18%-19.6pp | 30.76%-27.2pp | 32.57%-29.0pp |
| Employer contribution / active EE | $171 | $2,430-93.0% | $2,500-93.2% | $2,504-93.2% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,967-100.0% |
| Admin fee / account holder | $16 | $96-83.2% | $5,418-99.7% | $100-83.8% |