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 9-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 |
|---|---|---|
MENKE & ASSOCIATES, INC.9+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $29,879 |
SANSOME STREET APPRAISERS, INC.9+ years Filed as: SANSOME STREET APPRAISERS Service code 34 · EIN 93-1041291 | Consulting fees; Valuation (appraisal... | $27,500 |
US TREASURY1 year Service code 49 · EIN 53-6002509 | Other Services | $16,994 |
ARMANINO LLP4 years Service code 10 · EIN 94-6214841 | Accounting | $15,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,702 | $88,890+17.8% | $102,423+2.2% | $77,643+34.9% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 21.49% | 24.98%-3.5pp | 29.32%-7.8pp | 31.24%-9.7pp |
| Employer contribution / active EE | $7,872 | $2,698+191.8% | $3,023+160.4% | $2,726+188.8% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $255 | $235+8.2% | $9,451-97.3% | $430-40.8% |