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 |
|---|---|---|
MARCUM LLP1+ years Filed as: SKODA MINOTTI Service code 10 · EIN 34-1945206 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,295 |
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.
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 | $85,034 | $50,498+68.4% | $75,781+12.2% | $55,191+54.1% |
| Participation rate | 67.6% | 69.4%-1.9pp | 75.8%-8.2pp | 69.2%-1.6pp |
| Annual return | 1.24% | 1.80%-0.6pp | 9.68%-8.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,055 | $2,589+18.0% | $3,651-16.3% | $3,046+0.3% |
| Admin fee / account holder | $31 | $123-74.8% | $5,299-99.4% | $91-65.9% |