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 |
|---|---|---|
PFK O'CONNOR DAVIES, LLP1 year Filed as: PFK O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $20,699 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,865 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $691,382 | $148,978+364.1% | $200,582+244.7% | $84,808+715.2% |
| Participation rate | 94.8% | 84.2%+10.6pp | 86.9%+7.9pp | 68.3%+26.5pp |
| Annual return | 13.31% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $29,014 | $4,815+502.6% | $6,419+352.0% | $2,631+1002.8% |
| Participant deferral / active EE | $16,991 | $7,142+137.9% | $9,331+82.1% | $4,212+303.4% |
| Admin fee / account holder | $184 | $13,977-98.7% | $16,305-98.9% | $7,344-97.5% |