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 |
|---|---|---|
GRAY, GRAY & GRAY3 years Filed as: GRAY, GRAY & GRAY LLP Service code 99 · EIN 04-2088368 | Other Fees | $16,500 |
Filed as: DIMEO SCHNEIDER & ASSOC LLC Service code 99 · EIN 36-4001764 | Other Fees | $16,124 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $15,676 |
Service code 99 · EIN 04-2530412 | Other Fees | $8,004 |
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 | $140,920 | $84,948+65.9% | $70,449+100.0% | $73,409+92.0% |
| Participation rate | 70.8% | 79.9%-9.2pp | 75.1%-4.3pp | 72.2%-1.4pp |
| Annual return | 14.02% | 13.39%+0.6pp | 109.03%-95.0pp | 59.29%-45.3pp |
| Employer contribution / active EE | $2,172 | $2,834-23.4% | $2,737-20.6% | $2,234-2.8% |
| Participant deferral / active EE | $5,018 | $3,387+48.2% | $3,709+35.3% | $3,805+31.9% |
| Admin fee / account holder | $81 | $98-17.4% | $3,845-97.9% | $158-48.7% |