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 |
|---|---|---|
BKD, LLP3 years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $24,386 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD AVISORS, LLC Service code 14 · EIN 34-1597728 | Plan Administrator | $20,929 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE Service code 23 · EIN 13-1624203 | Insurance services | $6,354 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $138,656 | $65,557+111.5% | $64,056+116.5% | $71,457+94.0% |
| Participation rate | 92.3% | 73.2%+19.2pp | 72.3%+20.0pp | 67.9%+24.4pp |
| Annual return | 11.55% | 18.94%-7.4pp | 33.69%-22.1pp | 28.85%-17.3pp |
| Employer contribution / active EE | $2,457 | $2,669-7.9% | $2,747-10.5% | $2,588-5.0% |
| Participant deferral / active EE | $4,359 | $3,626+20.2% | $3,880+12.3% | $4,289+1.6% |
| Admin fee / account holder | $196 | $616-68.1% | $3,068-93.6% | $1,587-87.6% |