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 |
|---|---|---|
Service code 26 625 FOURTH AVENUE S · MINNEAPOLIS, MN 55415 | Advisory (Participants) | $17,371 |
CARPENTER MORSE GROUP3 years Service code 10 2170 W. STATE ROAD 434 · LONGWOOD, FL 32779 | Accounting | $4,178 |
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 | $44,401 | $104,475-57.5% | $159,436-72.2% | $79,386-44.1% |
| Participation rate | 87.9% | 76.6%+11.2pp | 82.8%+5.0pp | 70.7%+17.2pp |
| Annual return | 18.44% | 67.95%-49.5pp | 263.57%-245.1pp | 116.85%-98.4pp |
| Employer contribution / active EE | $2,767 | $3,417-19.0% | $4,829-42.7% | $2,427+14.0% |
| Participant deferral / active EE | $6,942 | $6,467+7.3% | $7,352-5.6% | $4,046+71.6% |
| Admin fee / account holder | $5 | $711-99.3% | $10,799-100.0% | $626-99.2% |