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 |
|---|---|---|
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $8,800 |
Filed as: NEW CENTURY INVESTMENT MGMT, LLC Service code 16 · EIN 20-1232890 | Consulting | $8,000 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 16 · EIN 04-2530412 | Consulting | $7,365 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,848 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,005 | $61,156+130.6% | $185,823-24.1% | $79,386+77.6% |
| Participation rate | 98.9% | 66.6%+32.3pp | 81.7%+17.2pp | 70.7%+28.2pp |
| Annual return | 16.14% | 19.45%-3.3pp | 122.05%-105.9pp | 116.85%-100.7pp |
| Employer contribution / active EE | $4,891 | $2,321+110.8% | $5,167-5.3% | $2,427+101.5% |
| Participant deferral / active EE | $8,065 | $2,789+189.2% | $5,568+44.9% | $4,046+99.4% |
| Admin fee / account holder | $114 | $710-83.9% | $16,237-99.3% | $626-81.8% |