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 |
|---|---|---|
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $17,765 |
O'SULLIVAN ASSOCIATES9 years Service code 11 · EIN 22-1837827 | Actuarial | $9,098 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | - |
| Annual return | 155.77% | 65.56%+90.2pp | 9.65%+146.1pp | - |
| Employer contribution / active EE | $0 | $14,759-100.0% | $26,259-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | - |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |