Filed July 2, 2021 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP1 year Service code 10 · EIN 36-3168081 1415 W DIEHL ROAD · NAPERVILLE, IL 605631197 | Accounting | $8,500 |
Service code 26 · EIN 47-3314008 34305 SOLON ROAD · SALON, OH 441399710 | Advisory (Participants) | $8,500 |
Annual investment return 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 | $77,930 | $60,795+28.2% | $69,455+12.2% | $65,185+19.6% |
| Participation rate | 96.4% | 74.9%+21.6pp | 74.6%+21.8pp | 70.2%+26.2pp |
| Annual return | 5.24% | 17.46%-12.2pp | 28.97%-23.7pp | 29.38%-24.1pp |
| Employer contribution / active EE | $2,108 | $2,452-14.0% | $2,779-24.2% | $2,177-3.2% |
| Participant deferral / active EE | $4,322 | $3,162+36.7% | $3,535+22.2% | $3,514+23.0% |
| Admin fee / account holder | $52 | $314-83.5% | $3,839-98.7% | $847-93.9% |