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 |
|---|---|---|
GITOMER & BERENHOLZ, PC1 year Filed as: GITOMER & BERENHOLZ,.P.C Service code 10 · EIN 23-2749598 | Accounting | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,109 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,105 | $70,475+266.2% | $100,516+156.8% | $79,858+223.2% |
| Participation rate | 86.8% | 73.7%+13.1pp | 79.4%+7.4pp | 69.6%+17.1pp |
| Annual return | 16.16% | 21.90%-5.7pp | 30.89%-14.7pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,034 | $2,165-52.2% | $3,418-69.8% | $2,471-58.2% |
| Participant deferral / active EE | $7,999 | $5,181+54.4% | $6,270+27.6% | $3,740+113.9% |
| Admin fee / account holder | -$90 | $4,478-102.0% | $8,081-101.1% | $5,306-101.7% |