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 |
|---|---|---|
GOULDIN & MCCARTHY LLC1 year Service code 27 · EIN 20-0373677 | Advisory (Plan) | $27,680 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $10,801 |
CROWE LLP1 year Filed as: CROWE HORWATH LL Service code 10 · EIN 22-3526587 | Accounting | $9,750 |
APW CAPITAL INC3 years Service code 33 · EIN 22-3526587 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,743 | $111,491+28.0% | $189,513-24.7% | $86,799+64.5% |
| Participation rate | 99.2% | 87.3%+11.8pp | 87.8%+11.3pp | 72.3%+26.9pp |
| Annual return | 19.71% | 83.50%-63.8pp | 555.15%-535.4pp | 97.91%-78.2pp |
| Employer contribution / active EE | $5,176 | $3,951+31.0% | $6,162-16.0% | $2,405+115.2% |
| Participant deferral / active EE | $10,905 | $6,437+69.4% | $8,221+32.6% | $4,131+164.0% |
| Admin fee / account holder | $132 | $189-30.3% | $12,045-98.9% | $170-22.4% |