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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.
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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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,834 |
HELTON SCHUETZE, CPA LLC1 year Filed as: HELTON-SCHUETZE CPA, LLC Service code 10 · EIN 45-4123536 | Accounting | $11,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,635 | $52,953-49.7% | $172,739-84.6% | $65,185-59.1% |
| Participation rate | 50.5% | 66.2%-15.7pp | 82.6%-32.2pp | 70.2%-19.7pp |
| Annual return | 22.06% | 30.12%-8.1pp | 802.84%-780.8pp | 29.38%-7.3pp |
| Employer contribution / active EE | $815 | $2,190-62.8% | $5,143-84.2% | $2,177-62.6% |
| Participant deferral / active EE | $1,769 | $2,471-28.4% | $5,198-66.0% | $3,514-49.6% |
| Admin fee / account holder | $360 | $472-23.8% | $13,954-97.4% | $847-57.5% |