Filed September 18, 2017
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 |
|---|---|---|
APRIO LLP2 years Service code 10 · EIN 57-1157523 | Accounting | $21,500 |
PRM CONSULTING INC5 years Filed as: PRM CONSULTING Service code 16 · EIN 52-2146813 | Consulting | $8,975 |
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 | $115,725 | $60,323+91.8% | $81,812+41.5% | $74,495+55.3% |
| Participation rate | 99.2% | 62.9%+36.3pp | 72.3%+26.9pp | 67.2%+32.0pp |
| Annual return | 13.15% | 16.90%-3.8pp | 773.79%-760.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $5,629 | $2,620+114.8% | $2,912+93.3% | $2,623+114.6% |
| Participant deferral / active EE | $7,258 | $3,387+114.3% | $4,319+68.1% | $4,346+67.0% |
| Admin fee / account holder | $80 | $1,486-94.6% | $7,386-98.9% | $1,942-95.9% |