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 8490 PROGRESS DR · FREDERICK, MD 21701 | Accounting | $11,500 |
ASCENSUS LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,586 |
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 | $118,992 | $88,083+35.1% | $164,813-27.8% | $74,495+59.7% |
| Participation rate | 90.3% | 73.0%+17.3pp | 78.6%+11.7pp | 67.2%+23.1pp |
| Annual return | 15.03% | 17.26%-2.2pp | 69.93%-54.9pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,222 | $2,593-14.3% | $4,341-48.8% | $2,623-15.3% |
| Participant deferral / active EE | $4,748 | $4,498+5.6% | $6,031-21.3% | $4,346+9.2% |
| Admin fee / account holder | $93 | $2,234-95.9% | $12,690-99.3% | $1,942-95.2% |