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 |
|---|---|---|
PHILIP TAM1+ years Filed as: PHILIP RAE & ASSOCIATES, CPA'S Service code 10 564 S WASHINGTON ST SUITE 200 · NAPERVILLE, IL 60540 | Accounting | $1,275 |
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $1,000 |
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 | $51,294 | $27,330+87.7% | $67,711-24.2% | $55,191-7.1% |
| Participation rate | 86.7% | 47.5%+39.1pp | 67.5%+19.1pp | 69.2%+17.5pp |
| Annual return | -1.40% | 8.81%-10.2pp | 25.41%-26.8pp | 10.78%-12.2pp |
| Employer contribution / active EE | $715 | $855-16.3% | $2,559-72.1% | $1,899-62.3% |
| Participant deferral / active EE | $3,368 | $1,709+97.1% | $3,585-6.1% | $3,046+10.6% |
| Admin fee / account holder | $8 | $109-92.7% | $4,255-99.8% | $91-91.2% |