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 |
|---|---|---|
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 13 · EIN 56-0747981 | Contract Administrator | $19,910 |
CHARLES W. SNADER, P.C.3+ years Filed as: CHARLES W SNADER PC Service code 10 · EIN 54-1873714 | Accounting | $9,500 |
AMERICAN FUNDS3+ years Filed as: CAPITAL REASEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,374 |
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 | $45,599 | $50,637-9.9% | $86,590-47.3% | $62,292-26.8% |
| Participation rate | 93.8% | 67.9%+25.9pp | 73.5%+20.3pp | 69.5%+24.3pp |
| Annual return | 17.10% | 20.80%-3.7pp | 964.84%-947.7pp | 28.90%-11.8pp |
| Employer contribution / active EE | $3,312 | $2,075+59.6% | $2,839+16.7% | $2,042+62.2% |
| Participant deferral / active EE | $4,057 | $2,611+55.4% | $3,609+12.4% | $3,169+28.0% |
| Admin fee / account holder | $172 | $413-58.4% | $4,906-96.5% | $479-64.2% |