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 LLP4+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 200 PLAZA DR · SECAUCUS, NJ 070943607 | Accounting | $17,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,590 | $70,083+50.7% | $59,878+76.3% | $55,725+89.5% |
| Participation rate | 97.6% | 78.4%+19.3pp | 74.7%+22.9pp | 70.9%+26.8pp |
| Annual return | -3.78% | 3.13%-6.9pp | 3.46%-7.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $5,590 | $2,878+94.2% | $2,722+105.4% | $2,078+169.0% |
| Participant deferral / active EE | $3,181 | $3,079+3.3% | $3,402-6.5% | $3,356-5.2% |
| Admin fee / account holder | $540 | $70+668.0% | $3,590-85.0% | $115+368.8% |