Filed April 22, 2024
Total covered: 135 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ARNETT CARBIS TOOTHMAN LLP7+ years Service code 10 · EIN 54-0486667 | Accounting | $8,150 |
RONALD F MILLER1 year Service code 20 · EIN 23-1548969 | Trustee (individual) | $6,250 |
RUSSELL F. RATLIFF1 year Service code 20 · EIN 23-5803559 | Trustee (individual) | $6,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,355 | $89,904-54.0% | $453,369-90.9% | $86,799-52.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.0%+22.0pp | 72.3%+27.7pp |
| Annual return | 23.35% | 19.72%+3.6pp | 64.40%-41.0pp | 97.91%-74.6pp |
| Employer contribution / active EE | $2,793 | $3,279-14.8% | $4,070-31.4% | $2,405+16.1% |
| Participant deferral / active EE | $0 | $5,114-100.0% | $6,209-100.0% | $4,131-100.0% |
| Admin fee / account holder | $53 | $156-65.9% | $11,209-99.5% | $170-68.7% |