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 |
|---|---|---|
Filed as: STOLBERG, EBBELING.. Service code 16 · EIN 20-1260740 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $450 |
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 | $100,265 | $65,365+53.4% | $92,893+7.9% | $72,985+37.4% |
| Participation rate | 94.8% | 68.3%+26.5pp | 76.0%+18.8pp | 69.5%+25.3pp |
| Annual return | 23.44% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,254 | $2,594-51.6% | $3,653-65.7% | $2,440-48.6% |
| Participant deferral / active EE | $7,803 | $3,128+149.4% | $4,236+84.2% | $3,607+116.3% |
| Admin fee / account holder | $80 | $4,251-98.1% | $5,794-98.6% | $5,124-98.4% |