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 |
|---|---|---|
WITHUMSMITH+BROWN, PC10+ years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 P.O. BOX 20725 · WACO, TX 767020725 | Recordkeeping | $21,763 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,080 | $79,171-34.2% | $102,423-49.2% | $74,495-30.1% |
| Participation rate | 76.2% | 74.8%+1.4pp | 76.5%-0.3pp | 67.2%+9.0pp |
| Annual return | 13.58% | 54.93%-41.4pp | 29.32%-15.7pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,548 | $2,362-34.5% | $3,023-48.8% | $2,623-41.0% |
| Participant deferral / active EE | $3,928 | $4,415-11.0% | $5,053-22.3% | $4,346-9.6% |
| Admin fee / account holder | $202 | $2,001-89.9% | $9,451-97.9% | $1,942-89.6% |