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 6-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 |
|---|---|---|
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 33-1498605 | Accounting | $9,200 |
TIAA6+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $8,119 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,128 | $54,705+136.0% | $71,209+81.3% | $84,808+52.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.56% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,949 | $3,030+294.3% | $4,175+186.2% | $4,212+183.7% |
| Admin fee / account holder | $163 | $4,863-96.6% | $5,349-96.9% | $7,344-97.8% |