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 | $22,936 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $20,000 |
JACKSON LEWIS P.C.2 years Filed as: JACKSON LEWIS Service code 29 · EIN 46-3862389 | Legal | $6,417 |
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 | $86,134 | $60,396+42.6% | $83,848+2.7% | $75,289+14.4% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.1%+19.6pp | 72.4%+23.3pp |
| Annual return | -5.44% | 3.84%-9.3pp | 850.88%-856.3pp | -0.04%-5.4pp |
| Employer contribution / active EE | $3,667 | $3,343+9.7% | $3,631+1.0% | $2,405+52.5% |
| Participant deferral / active EE | $8,032 | $2,922+174.9% | $4,082+96.8% | $3,739+114.8% |
| Admin fee / account holder | $17 | $141-88.2% | $5,478-99.7% | $102-83.7% |