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 |
|---|---|---|
CALVETTI FERGUSON2 years Service code 10 · EIN 13-4255527 | Accounting | $11,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,455 | $78,705-34.6% | $117,854-56.3% | $70,131-26.6% |
| Participation rate | 98.3% | 73.2%+25.1pp | 79.7%+18.6pp | 69.5%+28.7pp |
| Annual return | 16.00% | 23.30%-7.3pp | 335.08%-319.1pp | 73.14%-57.1pp |
| Employer contribution / active EE | $4,554 | $2,223+104.8% | $3,786+20.3% | $2,342+94.4% |
| Participant deferral / active EE | $7,372 | $3,297+123.6% | $4,482+64.5% | $3,332+121.3% |
| Admin fee / account holder | $141 | $5,065-97.2% | $8,020-98.2% | $4,645-97.0% |