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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 19 · EIN 36-2730032 | Securities Custodian | $37,186 |
PAUL T. BERKOWITZ & ASSOCIATES, LTD3+ years Filed as: PAUL T. BERKOWITZ & ASSOCIATES Service code 29 · EIN 36-3780998 | Legal | $23,681 |
Service code 19 · EIN 74-1977743 | Securities Custodian | $14,294 |
Filed as: BENEFIT PLAN ADMINISTRATION SERVICE Service code 15 · EIN 16-1053696 | Recordkeeping | $12,250 |
BANSLEY AND KIENER, LLP2 years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,693 | $50,637-59.1% | $86,590-76.1% | $62,292-66.8% |
| Participation rate | 96.8% | 67.9%+28.9pp | 73.5%+23.3pp | 69.5%+27.3pp |
| Annual return | 7.03% | 20.80%-13.8pp | 964.84%-957.8pp | 28.90%-21.9pp |
| Employer contribution / active EE | $10,216 | $2,075+392.3% | $2,839+259.8% | $2,042+400.2% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $247 | $413-40.2% | $4,906-95.0% | $479-48.4% |