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 |
|---|---|---|
Filed as: MULLEN, SONDBERG, WIMBUSH & STONE Service code 10 · EIN 52-1197902 | Accounting | $12,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $180,103 | $69,010+161.0% | $159,960+12.6% | $68,494+162.9% |
| Participation rate | 89.7% | 65.4%+24.3pp | 78.0%+11.8pp | 67.9%+21.9pp |
| Annual return | -12.29% | -9.65%-2.6pp | 408.60%-420.9pp | -7.84%-4.4pp |
| Employer contribution / active EE | $5,028 | $2,213+127.2% | $4,226+19.0% | $2,596+93.7% |
| Participant deferral / active EE | $10,384 | $4,212+146.5% | $6,182+68.0% | $4,027+157.8% |
| Admin fee / account holder | $905 | $4,798-81.1% | $8,698-89.6% | $5,403-83.2% |