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 |
|---|---|---|
HOBERMAN & LESSER, LLP1 year Filed as: HOBERMAN & LESSER CPA'S, LLP Service code 16 · EIN 47-1492235 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $110,836 | $86,332+28.4% | $125,175-11.5% | $65,185+70.0% |
| Participation rate | 65.2% | 75.3%-10.1pp | 79.8%-14.5pp | 70.2%-5.0pp |
| Annual return | 24.25% | 27.43%-3.2pp | 43.79%-19.5pp | 29.38%-5.1pp |
| Employer contribution / active EE | $466 | $2,040-77.2% | $3,865-88.0% | $2,177-78.6% |
| Participant deferral / active EE | $3,622 | $3,537+2.4% | $4,937-26.6% | $3,514+3.1% |
| Admin fee / account holder | $76 | $609-87.5% | $9,702-99.2% | $847-91.0% |