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 |
|---|---|---|
BAKER TILLY US, LLP3+ years Filed as: MONTGOMERY COSCIA GRELICH LLP Service code 10 · EIN 75-2919818 | Accounting | $13,141 |
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417530 | Contract Administrator | $1,598 |
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 | $55,780 | $55,453+0.6% | $170,442-67.3% | $62,292-10.5% |
| Participation rate | 84.9% | 66.4%+18.5pp | 83.6%+1.3pp | 69.5%+15.4pp |
| Annual return | 16.75% | 21.38%-4.6pp | 205.93%-189.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,056 | $2,164-51.2% | $5,433-80.6% | $2,042-48.3% |
| Participant deferral / active EE | $3,244 | $2,303+40.9% | $4,939-34.3% | $3,169+2.3% |
| Admin fee / account holder | $113 | $455-75.3% | $13,880-99.2% | $479-76.5% |