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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $50,443 |
NARDELLA & TAYLOR, LLP2 years Service code 10 · EIN 04-2979611 | Accounting | $32,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$58,615 |
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 | $127,288 | $54,573+133.2% | $90,951+40.0% | $73,488+73.2% |
| Participation rate | 95.6% | 61.2%+34.4pp | 69.0%+26.6pp | 70.7%+24.9pp |
| Annual return | 24.77% | 16.69%+8.1pp | 134.60%-109.8pp | 28.51%-3.7pp |
| Employer contribution / active EE | $923 | $991-6.9% | $2,122-56.5% | $2,270-59.3% |
| Participant deferral / active EE | $8,114 | $2,517+222.4% | $3,373+140.6% | $3,740+117.0% |
| Admin fee / account holder | $63 | $521-87.9% | $5,959-98.9% | $513-87.7% |