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, LLP6 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 PO BOX 602828 · CHARLOTTE, NC 282602828 | Accounting | $9,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,056 | $60,989+149.3% | $60,874+149.8% | $66,914+127.2% |
| Participation rate | 96.9% | 74.5%+22.4pp | 73.1%+23.8pp | 69.8%+27.1pp |
| Annual return | -13.93% | -9.60%-4.3pp | 16.90%-30.8pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,633 | $2,661-1.1% | $2,701-2.5% | $2,544+3.5% |
| Participant deferral / active EE | $3,931 | $3,615+8.8% | $3,817+3.0% | $4,237-7.2% |
| Admin fee / account holder | $70 | $338-79.2% | $3,224-97.8% | $593-88.1% |