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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 |
|---|---|---|
BISHOP, FARMER & CO. LLP8 years Service code 10 · EIN 54-1435778 | Accounting | $21,000 |
KLINE KEPPEL & KORYAK PC7 years Filed as: KLINE, KEPPEL & KORYAK, P.C. Service code 64 · EIN 25-1400745 | Recordkeeping Fees | $17,507 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,092 | $108,549+3.3% | $156,263-28.3% | $85,563+31.0% |
| Participation rate | 88.9% | 77.1%+11.8pp | 78.9%+10.0pp | 66.0%+22.9pp |
| Annual return | 12.05% | 21.79%-9.7pp | 59.47%-47.4pp | 31.51%-19.5pp |
| Employer contribution / active EE | $3,641 | $2,690+35.4% | $4,333-16.0% | $2,654+37.2% |
| Participant deferral / active EE | $6,294 | $4,800+31.1% | $6,158+2.2% | $4,375+43.9% |
| Admin fee / account holder | $53 | $650-91.8% | $14,255-99.6% | $834-93.6% |