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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,956 |
WILSON-MCSHANE CORPORATION6 years Service code 10 · EIN 41-0956552 | Accounting | $63,940 |
RBC WEALTH MANAGEMENT5 years Service code 27 · EIN 20-0563684 | Advisory (Plan) | $33,000 |
KUTAK ROCK LLP4 years Service code 29 · EIN 47-0597598 | Legal | $27,451 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $15,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,666 | $88,480+99.7% | $96,683+82.7% | $80,160+120.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 12.96% | 22.53%-9.6pp | 35.69%-22.7pp | 40.38%-27.4pp |
| Employer contribution / active EE | $5,676 | $4,176+35.9% | $3,737+51.9% | $2,978+90.6% |
| Participant deferral / active EE | $1,165 | $3,959-70.6% | $4,878-76.1% | $5,017-76.8% |
| Admin fee / account holder | $180 | $212-14.8% | $6,730-97.3% | $145+24.4% |