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 |
|---|---|---|
CHARLES W. SNADER, P.C.2+ years Filed as: CHARLES W SNADER PC Service code 10 · EIN 54-1873714 | Accounting | $13,630 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 13 · EIN 56-0747981 | Contract Administrator | $9,890 |
AMERICAN FUNDS2+ years Filed as: CAPITAL REASEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,419 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 8015 W KENTUCKY CIR STE 105 · HUNTERSVILLE, NC 280784862 | Other Commissions | $0 |
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 | $38,952 | $43,423-10.3% | $78,689-50.5% | $55,167-29.4% |
| Participation rate | 96.6% | 68.0%+28.5pp | 73.6%+23.0pp | 69.0%+27.6pp |
| Annual return | 10.48% | 11.53%-1.0pp | 62.18%-51.7pp | 169.23%-158.7pp |
| Employer contribution / active EE | $3,325 | $1,997+66.5% | $2,851+16.6% | $1,963+69.4% |
| Participant deferral / active EE | $4,111 | $2,509+63.9% | $3,517+16.9% | $3,054+34.6% |
| Admin fee / account holder | $145 | $416-65.2% | $4,510-96.8% | $504-71.2% |