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 37 · EIN 04-2647786 | Loan Processing | $103,367 |
ANTON COLLINS MITCHELL LLP1 year Filed as: ANTON COLLINS MITCHELL Service code 10 · EIN 01-0724563 | Accounting | $20,082 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,827 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,149 | $56,443+1.3% | $83,848-31.8% | $55,725+2.6% |
| Participation rate | 94.4% | 72.0%+22.4pp | 76.1%+18.3pp | 70.9%+23.6pp |
| Annual return | -3.07% | 393.67%-396.7pp | 850.88%-853.9pp | 244.93%-248.0pp |
| Employer contribution / active EE | $2,172 | $2,682-19.0% | $3,631-40.2% | $2,078+4.5% |
| Participant deferral / active EE | $5,145 | $2,965+73.5% | $4,082+26.1% | $3,356+53.3% |
| Admin fee / account holder | $182 | $156+16.2% | $5,478-96.7% | $115+57.6% |