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 |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO USA,LLP Service code 10 · EIN 13-5381590 | Accounting | $17,820 |
OXFORD GLOBAL RESOURCES1 year Service code 16 · EIN 04-2838827 | Consulting | $12,800 |
SUMMA HEALTH4 years Service code 14 · EIN 34-1887844 | Plan Administrator | $11,661 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,633 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,350 |
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 | $76,492 | $52,293+46.3% | $178,490-57.1% | $73,409+4.2% |
| Participation rate | 81.8% | 65.3%+16.4pp | 81.9%-0.2pp | 72.2%+9.6pp |
| Annual return | 19.15% | 34.75%-15.6pp | 151.07%-131.9pp | 59.29%-40.1pp |
| Employer contribution / active EE | $1,623 | $1,735-6.5% | $5,011-67.6% | $2,234-27.3% |
| Participant deferral / active EE | $4,827 | $2,332+107.0% | $5,202-7.2% | $3,805+26.8% |
| Admin fee / account holder | $69 | $127-46.1% | $13,984-99.5% | $158-56.5% |