See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
JOHN T. TOOMEY ASSOCIATES, INC.2 years Filed as: JOHN T. TOOMEY ASSOCIATES, INC Service code 13 · EIN 04-2879032 | Contract Administrator | $4,725 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
KERBER, ECK & BRAECKEL LLP5+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 | Accounting | $0 |
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 | $69,533 | $73,404-5.3% | $87,100-20.2% | $67,579+2.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 21.82% | 48.29%-26.5pp | 28.19%-6.4pp | 378.56%-356.7pp |
| Employer contribution / active EE | $2,818 | $2,014+39.9% | $2,521+11.8% | $2,148+31.2% |
| Participant deferral / active EE | $3,571 | $3,913-8.7% | $4,049-11.8% | $3,539+0.9% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |