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 |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $83,538 |
ARONSON LLC2 years Service code 10 · EIN 37-1611326 | Accounting | $10,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,000 |
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 | $118,226 | $73,102+61.7% | $123,544-4.3% | $56,287+110.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.20% | 3.01%-8.2pp | 119.20%-124.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $4,020 | $2,977+35.0% | $4,628-13.1% | $2,111+90.4% |
| Participant deferral / active EE | $11,246 | $5,423+107.4% | $6,426+75.0% | $3,350+235.7% |
| Admin fee / account holder | $142 | $554-74.3% | $9,284-98.5% | $521-72.7% |