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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.
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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 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $252,054 |
Service code 13 · EIN 34-1381893 | Contract Administrator | $72,241 |
MARCO CONSULTING GROUP3+ years Service code 27 · EIN 34-3555078 | Advisory (Plan) | $40,305 |
ALLOTTA FARLEY CO LPA1 year Filed as: ALLOTTA, FARLEY &WIDMAN Service code 29 · EIN 34-1316963 | Legal | $13,356 |
TRAMER SHORE & ZWICK3+ years Service code 10 · EIN 34-1595557 | Accounting | $11,275 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 12 · EIN 20-1932099 | Recordkeeping and information managem... | $240 |
Service code 33 · EIN 24-1409618 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $96,042 | $221,442-56.6% | $92,233+4.1% | $77,958+23.2% |
| Participation rate | 59.1% | 79.6%-20.5pp | 76.5%-17.4pp | 71.6%-12.6pp |
| Annual return | 13.02% | 15.65%-2.6pp | 176.28%-163.3pp | 20.87%-7.9pp |
| Employer contribution / active EE | $1,884 | $3,226-41.6% | $3,679-48.8% | $2,310-18.4% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $138 | $210-34.0% | $5,194-97.3% | $97+42.1% |