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 |
|---|---|---|
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $17,945 |
TEPFER CONSULTING1 year Filed as: TEPFER CONSULTING GROUP, LTD Service code 70 · EIN 45-3569850 | Consulting Fees | $7,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,446 |
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 | $163,265 | $46,732+249.4% | $156,549+4.3% | $55,167+195.9% |
| Participation rate | 86.6% | 65.8%+20.8pp | 84.0%+2.6pp | 69.0%+17.6pp |
| Annual return | 6.69% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $7,296 | $2,105+246.6% | $5,501+32.6% | $1,963+271.8% |
| Participant deferral / active EE | $5,816 | $2,204+163.8% | $4,871+19.4% | $3,054+90.4% |
| Admin fee / account holder | $99 | $418-76.4% | $13,027-99.2% | $504-80.4% |