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 |
|---|---|---|
MIRA + KOLENA LTD2+ years Filed as: MIRA KOLENA, LTD. Service code 10 · EIN 34-1840794 4841 MONROE,STE 350 · TOLEDO, OH 43623 | Accounting | $9,500 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $9,253 |
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.
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 | $32,275 | $30,599+5.5% | $74,583-56.7% | $57,658-44.0% |
| Participation rate | 22.0% | 49.1%-27.2pp | 68.1%-46.2pp | 70.2%-48.3pp |
| Annual return | 6.78% | 14.24%-7.5pp | 20.47%-13.7pp | 5.13%+1.6pp |
| Employer contribution / active EE | $90 | $1,000-91.0% | $2,525-96.4% | $1,974-95.4% |
| Participant deferral / active EE | $646 | $1,805-64.2% | $3,458-81.3% | $3,061-78.9% |
| Admin fee / account holder | $99 | $98+1.2% | $4,138-97.6% | $95+5.0% |