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 |
|---|---|---|
MOLINARI OSWALD LLC6+ years Service code 10 · EIN 23-3015901 | Accounting | $10,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,565 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,991 | $73,638+64.3% | $95,952+26.1% | $73,488+64.6% |
| Participation rate | 98.7% | 76.2%+22.5pp | 77.1%+21.6pp | 70.7%+28.0pp |
| Annual return | 16.21% | 16.78%-0.6pp | 91.61%-75.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,438 | $1,863-22.8% | $2,541-43.4% | $2,270-36.7% |
| Participant deferral / active EE | $5,481 | $3,617+51.5% | $4,167+31.5% | $3,740+46.6% |
| Admin fee / account holder | $29 | $482-93.9% | $6,795-99.6% | $513-94.3% |