See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BLAKE HUELEY MCCALLUM & CONLEY LLC3+ years Service code 10 · EIN 01-0531587 | Accounting | $8,200 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,486 | $80,753-67.2% | $136,294-80.6% | $62,292-57.5% |
| Participation rate | 53.6% | 73.5%-20.0pp | 81.9%-28.3pp | 69.5%-15.9pp |
| Annual return | 15.59% | 35.83%-20.2pp | 5155.94%-5140.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $878 | $2,884-69.6% | $4,695-81.3% | $2,042-57.0% |
| Participant deferral / active EE | $1,851 | $5,164-64.2% | $6,247-70.4% | $3,169-41.6% |
| Admin fee / account holder | $292 | $525-44.5% | $9,243-96.8% | $479-39.1% |