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, LLP4 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $11,000 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $141 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,514 | $64,286-66.5% | $90,951-76.3% | $73,409-70.7% |
| Participation rate | 94.0% | 63.6%+30.4pp | 69.0%+25.0pp | 72.2%+21.9pp |
| Annual return | 12.37% | 21.45%-9.1pp | 134.60%-122.2pp | 59.29%-46.9pp |
| Employer contribution / active EE | $565 | $895-36.8% | $2,122-73.4% | $2,234-74.7% |
| Participant deferral / active EE | $3,622 | $2,453+47.6% | $3,373+7.4% | $3,805-4.8% |
| Admin fee / account holder | $34 | $287-88.2% | $5,959-99.4% | $158-78.6% |