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 LLP5+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 200 PLAZA DR · SECAUCUS, NJ 070943607 | Accounting | $30,000 |
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 | $122,624 | $95,542+28.3% | $69,455+76.6% | $67,579+81.5% |
| Participation rate | 97.9% | 79.4%+18.6pp | 74.6%+23.3pp | 71.3%+26.6pp |
| Annual return | 17.18% | 17.67%-0.5pp | 28.97%-11.8pp | 378.56%-361.4pp |
| Employer contribution / active EE | $5,829 | $2,989+95.0% | $2,779+109.7% | $2,148+171.4% |
| Participant deferral / active EE | $3,423 | $3,263+4.9% | $3,535-3.2% | $3,539-3.3% |
| Admin fee / account holder | $554 | $90+516.4% | $3,839-85.6% | $142+289.2% |