See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $14,000 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,193 |
Form 5500 reported that benefits due were not provided when due.
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 | $154,812 | $57,976+167.0% | $62,995+145.8% | $62,292+148.5% |
| Participation rate | 94.1% | 75.9%+18.1pp | 74.8%+19.3pp | 69.5%+24.6pp |
| Annual return | 17.58% | 17.54%0pp | 87.57%-70.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $5,368 | $2,415+122.3% | $2,759+94.6% | $2,042+162.8% |
| Participant deferral / active EE | $9,045 | $2,956+206.0% | $3,329+171.7% | $3,169+185.4% |
| Admin fee / account holder | $76 | $276-72.4% | $3,600-97.9% | $479-84.1% |