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 9-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 13 · EIN 42-0127290 | Contract Administrator | $538,034 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR & COMPANY L.L.C. Service code 27 · EIN 36-2214610 | Advisory (Plan) | $89,815 |
RSM US LLP3 years Filed as: RSM USA LLP Service code 10 · EIN 42-0714325 | Accounting | $38,850 |
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO, LTD Service code 10 · EIN 36-2897372 | Accounting | $28,601 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,318 | $117,739-70.0% | $156,263-77.4% | $117,739-70.0% |
| Participation rate | 93.1% | 76.6%+16.4pp | 78.9%+14.2pp | 76.6%+16.4pp |
| Annual return | 41.40% | 17.29%+24.1pp | 59.47%-18.1pp | 17.29%+24.1pp |
| Employer contribution / active EE | $0 | $3,746-100.0% | $4,333-100.0% | $3,746-100.0% |
| Participant deferral / active EE | $3,984 | $6,128-35.0% | $6,158-35.3% | $6,128-35.0% |
| Admin fee / account holder | $75 | $112-33.2% | $14,255-99.5% | $112-33.2% |