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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.
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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 |
|---|---|---|
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 16 · EIN 35-0921680 | Consulting | $8,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,340 | $52,903+2.7% | $73,307-25.9% | $59,632-8.9% |
| Participation rate | 60.9% | 68.2%-7.3pp | 74.9%-14.0pp | 68.7%-7.7pp |
| Annual return | 3.36% | 12.20%-8.8pp | 5.67%-2.3pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,244 | $4,069+4.3% | $4,991-15.0% | $3,192+33.0% |
| Admin fee / account holder | $116 | $3,834-97.0% | $5,637-97.9% | $4,297-97.3% |