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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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $977,116 |
DAVIS WRIGHT TREMAINE5+ years Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 | Legal | $91,891 |
PORTFOLIO EVALUATIONS, INC.5+ years Service code 17 · EIN 22-3189064 | Pension Consulting | $70,000 |
BENCIVENGA WARD & COMPANY CPAS PC4 years Filed as: BENCIVENGA WARD & COMPANY, CPAS, PC Service code 10 · EIN 13-3274930 | Accounting | $31,186 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,184 | $81,548+15.5% | $141,162-33.3% | $89,569+5.2% |
| Participation rate | 78.8% | 64.9%+14.0pp | 82.5%-3.6pp | 69.6%+9.3pp |
| Annual return | 28.33% | 47.43%-19.1pp | 71.39%-43.1pp | 34.56%-6.2pp |
| Employer contribution / active EE | $2,285 | $2,272+0.6% | $4,735-51.7% | $2,584-11.6% |
| Participant deferral / active EE | $5,899 | $5,280+11.7% | $6,709-12.1% | $4,220+39.8% |
| Admin fee / account holder | $32 | $68-53.1% | $10,261-99.7% | $72-55.5% |