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 |
|---|---|---|
MCKINZIE THOMPSON & VAN DYNE PLLC2+ years Service code 10 · EIN 27-0559748 | Accounting | $9,000 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, N.A Service code 25 · EIN 25-1211909 | Directed Trustee | $5,278 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,953 | $43,423+72.6% | $78,689-4.7% | $55,167+35.9% |
| Participation rate | 58.2% | 68.0%-9.8pp | 73.6%-15.3pp | 69.0%-10.8pp |
| Annual return | 6.94% | 11.53%-4.6pp | 62.18%-55.2pp | 169.23%-162.3pp |
| Employer contribution / active EE | $697 | $1,997-65.1% | $2,851-75.5% | $1,963-64.5% |
| Participant deferral / active EE | $2,788 | $2,509+11.1% | $3,517-20.7% | $3,054-8.7% |
| Admin fee / account holder | $119 | $416-71.4% | $4,510-97.4% | $504-76.4% |