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: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $146,328 |
Filed as: PRUDENTIAL RET. INSURANCE & ANN. CO Service code 13 · EIN 06-1050034 | Contract Administrator | $110,083 |
BREDHOFF & KAISER5+ years Service code 29 · EIN 52-0969534 | Legal | $49,344 |
SEYFARTH SHAW LLP5+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $19,524 |
DOYLE PRINTING2 years Service code 36 5206 46TH AVE. · RIVERDALE, MD 20737 | Direct payment from the plan; Copying... | $14,153 |
NOVAK FRANCELLA LLC5+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $11,050 |
SCHMITZ PRESS1 year Service code 36 37 LOVETON CIRCLE · SPARKS, MD 21152 | Copying and duplicating; Direct payme... | $10,641 |
MEKETA INVESTMENT GROUP5+ years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,277 | $27,322-69.7% | $74,701-88.9% | $82,204-89.9% |
| Participation rate | 100.0% | 31.7%+68.3pp | 54.5%+45.5pp | 73.4%+26.6pp |
| Annual return | 20.16% | 28.26%-8.1pp | 752.92%-732.8pp | 26.31%-6.1pp |
| Employer contribution / active EE | $0 | $324-100.0% | $1,084-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $804 | $909-11.5% | $1,964-59.0% | $4,246-81.1% |
| Admin fee / account holder | $54 | $86-37.7% | $3,333-98.4% | $76-29.0% |