Filed May 14, 2021 (most recent of 2 filings on file)
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 10-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 |
|---|---|---|
BKD, LLP3+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $13,154 |
ARMSTRONG TEASDALE1 year Service code 28 · EIN 43-1274026 | Investment Management | $5,317 |
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 | $110,067 | $74,552+47.6% | $62,995+74.7% | $69,631+58.1% |
| Participation rate | 97.8% | 78.3%+19.5pp | 74.8%+23.0pp | 70.7%+27.1pp |
| Annual return | 13.32% | 15.77%-2.4pp | 87.57%-74.2pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $5,109 | $2,929+74.4% | $2,759+85.2% | $2,032+151.4% |
| Participant deferral / active EE | $3,243 | $2,974+9.0% | $3,329-2.6% | $3,224+0.6% |
| Admin fee / account holder | $11 | $59-80.8% | $3,600-99.7% | $110-89.7% |