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 |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $9,554 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,150 |
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 | $94,935 | $58,655+61.9% | $91,989+3.2% | $65,185+45.6% |
| Participation rate | 92.2% | 75.3%+16.9pp | 78.6%+13.6pp | 70.2%+22.0pp |
| Annual return | 22.66% | 33.92%-11.3pp | 69.02%-46.4pp | 29.38%-6.7pp |
| Employer contribution / active EE | $3,052 | $2,080+46.7% | $3,452-11.6% | $2,177+40.2% |
| Participant deferral / active EE | $8,467 | $5,474+54.7% | $5,923+42.9% | $3,514+141.0% |
| Admin fee / account holder | $55 | $434-87.2% | $7,743-99.3% | $847-93.5% |