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 |
|---|---|---|
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 200 PLAZA DR · SECAUCUS, NJ 070943607 | Accounting | $31,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,641 | $67,166+39.4% | $57,343+63.3% | $55,191+69.7% |
| Participation rate | 98.8% | 77.7%+21.0pp | 75.1%+23.7pp | 69.2%+29.6pp |
| Annual return | 2.01% | 4.22%-2.2pp | 24.39%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $4,881 | $2,812+73.6% | $2,689+81.6% | $1,899+157.1% |
| Participant deferral / active EE | $2,768 | $2,835-2.4% | $3,162-12.5% | $3,046-9.1% |
| Admin fee / account holder | $492 | $44+1030.5% | $3,356-85.3% | $91+442.4% |