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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.
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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 |
|---|---|---|
PROVANZANO & MARCHESIANI1 year Filed as: PROVANZANO & MARCHESIANI P.C Service code 10 · EIN 04-2930395 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,740 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $71,386 | $76,552-6.7% | $123,892-42.4% | $62,891+13.5% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 8.01% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $494 | $2,883-82.9% | $4,617-89.3% | $2,281-78.3% |
| Participant deferral / active EE | $8,653 | $4,840+78.8% | $5,984+44.6% | $3,203+170.2% |
| Admin fee / account holder | $112 | $4,826-97.7% | $8,357-98.7% | $4,296-97.4% |