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 |
|---|---|---|
BILLINGS AND COMPANY, INC.2 years Service code 15 · EIN 42-1330861 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Recordkeeping | $7,010 |
Service code 26 · EIN 74-2868680 1505 WEDGEFIELD CIR · NAPERVILLE, IL 60563 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,779 | $57,354-55.1% | $83,848-69.3% | $64,186-59.8% |
| Participation rate | 63.6% | 68.6%-5.0pp | 76.1%-12.5pp | 69.6%-5.9pp |
| Annual return | 7.80% | 11.38%-3.6pp | 850.88%-843.1pp | 7.63%+0.2pp |
| Employer contribution / active EE | $1,558 | $2,545-38.8% | $3,631-57.1% | $2,381-34.6% |
| Participant deferral / active EE | $2,776 | $2,993-7.3% | $4,082-32.0% | $3,470-20.0% |
| Admin fee / account holder | $196 | $4,046-95.1% | $5,478-96.4% | $4,888-96.0% |