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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,563 |
MARGOLIN, WINER & EVENS LLP1 year Filed as: MARGOLIN WINER & EVENS, LLP Service code 10 · EIN 11-1558868 | Accounting | $24,500 |
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 | $27,851 | $67,598-58.8% | $75,886-63.3% | $77,787-64.2% |
| Participation rate | 82.6% | 69.6%+13.1pp | 69.3%+13.3pp | 73.2%+9.4pp |
| Annual return | 21.40% | 23.18%-1.8pp | 30.76%-9.4pp | 32.57%-11.2pp |
| Employer contribution / active EE | $896 | $2,430-63.1% | $2,500-64.2% | $2,504-64.2% |
| Participant deferral / active EE | $2,870 | $3,502-18.0% | $3,603-20.3% | $3,967-27.7% |
| Admin fee / account holder | $78 | $96-18.9% | $5,418-98.6% | $100-22.0% |