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 PLLC3+ years Service code 10 · EIN 27-0559748 | Accounting | $4,922 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, N.A Service code 25 · EIN 22-1146430 | Directed Trustee | $2,408 |
PNC BANK, N.A.3+ 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.
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 | $85,724 | $50,637+69.3% | $86,590-1.0% | $62,292+37.6% |
| Participation rate | 56.6% | 67.9%-11.3pp | 73.5%-17.0pp | 69.5%-12.9pp |
| Annual return | 14.16% | 20.80%-6.6pp | 964.84%-950.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $717 | $2,075-65.5% | $2,839-74.8% | $2,042-64.9% |
| Participant deferral / active EE | $2,867 | $2,611+9.8% | $3,609-20.5% | $3,169-9.5% |
| Admin fee / account holder | $59 | $413-85.7% | $4,906-98.8% | $479-87.7% |