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 4-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 |
|---|---|---|
Filed as: MCLEAN, KOEHLER, SPARKS AND HAMMOND Service code 10 70 THOMAS JOHNSON DR · FREDERICK, MD 21702 | Accounting | $11,500 |
ASCENSUS LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,875 | $82,978+26.4% | $129,995-19.3% | $71,457+46.8% |
| Participation rate | 89.7% | 74.1%+15.6pp | 78.5%+11.2pp | 67.9%+21.8pp |
| Annual return | 17.45% | 20.60%-3.1pp | -137.18%+154.6pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,024 | $2,622-22.8% | $4,320-53.1% | $2,588-21.8% |
| Participant deferral / active EE | $4,705 | $4,432+6.2% | $5,820-19.2% | $4,289+9.7% |
| Admin fee / account holder | $86 | $1,729-95.0% | $10,614-99.2% | $1,587-94.6% |