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 |
|---|---|---|
Filed as: NOVARA, TESIJA & CATENACCI PLLC Service code 29 · EIN 38-3763096 | Legal | $20,324 |
BENESYS, INC.4 years Service code 14 · EIN 38-2383171 | Plan Administrator | $19,873 |
BULTYNCK & CO., P.L.L.C.2 years Filed as: BULTYNCK & CO., PLLC Service code 10 · EIN 20-3920878 15985 CANAL · CLINTON TOWNSHIP, MI 48038 | Accounting | $10,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,770 | $91,517-60.9% | $101,248-64.7% | $73,409-51.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 6.54% | 17.17%-10.6pp | 46.47%-39.9pp | 59.29%-52.8pp |
| Employer contribution / active EE | $2,575 | $2,877-10.5% | $3,660-29.6% | $2,234+15.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $187 | $216-13.4% | $5,945-96.9% | $158+18.4% |