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 |
|---|---|---|
LUTZ & COMPANY, PC2 years Service code 10 · EIN 47-0625816 | Accounting | $14,500 |
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 | $112,506 | $80,005+40.6% | $140,016-19.6% | $55,725+101.9% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -4.60% | 0.46%-5.1pp | 651.12%-655.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $4,264 | $3,403+25.3% | $5,606-23.9% | $2,078+105.2% |
| Participant deferral / active EE | $4,904 | $5,264-6.8% | $6,927-29.2% | $3,356+46.1% |
| Admin fee / account holder | $13 | $116-88.9% | $10,705-99.9% | $115-88.8% |