Filed July 19, 2024
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 · EIN 56-0747981 PO BOX 602828 · CHARLOTTE, NC 282602828 | Accounting | $9,300 |
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 | $159,055 | $65,322+143.5% | $70,449+125.8% | $73,488+116.4% |
| Participation rate | 98.8% | 77.0%+21.8pp | 75.1%+23.7pp | 70.7%+28.1pp |
| Annual return | 15.00% | 15.71%-0.7pp | 109.03%-94.0pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,502 | $2,460+1.7% | $2,737-8.6% | $2,270+10.2% |
| Participant deferral / active EE | $3,394 | $3,375+0.6% | $3,709-8.5% | $3,740-9.2% |
| Admin fee / account holder | $67 | $214-68.8% | $3,845-98.3% | $513-87.0% |