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 |
|---|---|---|
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $13,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,002 |
Filed as: BRONFMAN ROTHSCHILD Service code 10 · EIN 39-1908691 | Accounting | $1,750 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 10 · EIN 33-0905143 | Accounting | $1,500 |
Filed as: FIDELITY INVESTMENTS INST OP CO. Service code 60 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,817 | $88,122-79.8% | $141,162-87.4% | $67,579-73.6% |
| Participation rate | 96.6% | 76.5%+20.1pp | 82.5%+14.1pp | 71.3%+25.3pp |
| Annual return | 38.88% | 75.40%-36.5pp | 71.39%-32.5pp | 378.56%-339.7pp |
| Employer contribution / active EE | $1,660 | $3,224-48.5% | $4,735-64.9% | $2,148-22.7% |
| Participant deferral / active EE | $3,765 | $5,958-36.8% | $6,709-43.9% | $3,539+6.4% |
| Admin fee / account holder | $73 | $131-44.5% | $10,261-99.3% | $142-48.9% |