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 15 · EIN 48-1205033 | Recordkeeping | $14,815 |
THE BENEFIT PRACTICE2 years Service code 14 · EIN 13-4144565 | Plan Administrator | $2,100 |
GEORGE JOHNSON & COMPANY1 year Filed as: GEORGE FUCHS Service code 27 410 10TH AVE · NEW YORK, NY 100011787 | Advisory (Plan) | $0 |
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 | $64,850 | $101,317-36.0% | $146,958-55.9% | $74,495-12.9% |
| Participation rate | 76.7% | 75.5%+1.2pp | 82.2%-5.4pp | 67.2%+9.5pp |
| Annual return | 19.29% | 8730.91%-8711.6pp | 418.34%-399.0pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $3,232 | $3,810-15.2% | $4,933-34.5% | $2,623+23.2% |
| Participant deferral / active EE | $8,419 | $7,303+15.3% | $8,070+4.3% | $4,346+93.7% |
| Admin fee / account holder | $92 | $1,739-94.7% | $12,998-99.3% | $1,942-95.3% |