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 |
|---|---|---|
KARP CAPITAL MANAGEMENT1 year Service code 27 2269 CHESTNUT ST STE 308 · SAN FRANCISCO, CA 94123 | Advisory (Plan) | $12,564 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,978 |
DESENA & COMPANY CPAS1 year Filed as: DESENA & COMPANY CERTIFIED PUBLIC A Service code 10 100 EAGLE ROCK AVE STE 110 · EAST HANOVER, NJ 07936 | Accounting | $7,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,474 | $49,138-17.6% | $84,015-51.8% | $65,185-37.9% |
| Participation rate | 48.2% | 60.7%-12.5pp | 69.0%-20.8pp | 70.2%-22.0pp |
| Annual return | 38.51% | 23.00%+15.5pp | 71.31%-32.8pp | 29.38%+9.1pp |
| Employer contribution / active EE | $379 | $914-58.5% | $1,983-80.9% | $2,177-82.6% |
| Participant deferral / active EE | $2,557 | $2,397+6.7% | $3,239-21.0% | $3,514-27.2% |
| Admin fee / account holder | $379 | $543-30.3% | $6,101-93.8% | $847-55.3% |