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 |
|---|---|---|
BLUM SHAPIRO3+ years Filed as: BLUM, SHAPIRO & CO., P.C. Service code 10 · EIN 06-1009205 29 SOUTH MAIN ST., P.O. BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $16,137 |
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 | $198,805 | $74,552+166.7% | $62,995+215.6% | $69,631+185.5% |
| Participation rate | 98.4% | 78.3%+20.1pp | 74.8%+23.6pp | 70.7%+27.7pp |
| Annual return | 14.60% | 15.77%-1.2pp | 87.57%-73.0pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $6,284 | $2,929+114.5% | $2,759+127.8% | $2,032+209.2% |
| Participant deferral / active EE | $6,711 | $2,974+125.6% | $3,329+101.6% | $3,224+108.2% |
| Admin fee / account holder | $85 | $59+42.4% | $3,600-97.7% | $110-23.4% |