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 |
|---|---|---|
POTTER & COMPANY PA1+ years Filed as: POTTER & COMPANY, P.A Service code 10 106 WELTON WAY · MOORESVILLE, NC 28117 | Accounting | $8,900 |
GILLIAM COBLE & MOSER LLP1+ years Filed as: GILLIAM COBLE & MOSER, LLP Service code 10 PO BOX 621 · BURLINGTON, NC 27216 | Accounting | $2,050 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,116 | $43,550-28.6% | $63,517-51.0% | $52,331-40.5% |
| Participation rate | 51.5% | 65.7%-14.2pp | 71.0%-19.6pp | 68.1%-16.6pp |
| Annual return | 0.95% | 2.03%-1.1pp | -70.30%+71.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $106 | $1,351-92.1% | $2,322-95.4% | $1,882-94.3% |
| Participant deferral / active EE | $618 | $2,254-72.6% | $2,953-79.1% | $3,022-79.5% |
| Admin fee / account holder | $91 | $387-76.4% | $5,892-98.5% | $592-84.6% |