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 |
|---|---|---|
HBE LLP1 year Service code 10 · EIN 47-0677245 9802 NICHOLAS, STE 395 · OMAHA, NE 68114 | Accounting | $8,750 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Service code 20 · EIN 36-4001764 500 W MADISON STREET, STE 3855 · CHICAGO, IL 60661 | Trustee (individual) | $0 |
Filed as: DOUGLAS D KUHLERS CPA, PC Service code 10 · EIN 20-8243033 4852 S 133RD STREET STE 107 · OMAHA, NE 681371773 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $203,951 | $63,114+223.1% | $92,893+119.6% | $65,185+212.9% |
| Participation rate | 97.7% | 68.8%+29.0pp | 76.0%+21.7pp | 70.2%+27.5pp |
| Annual return | 20.38% | 28.75%-8.4pp | 109.41%-89.0pp | 29.38%-9.0pp |
| Employer contribution / active EE | $14,031 | $2,571+445.8% | $3,653+284.1% | $2,177+544.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $303 | $624-51.5% | $5,794-94.8% | $847-64.3% |