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 |
|---|---|---|
BLACK & PINCKARD LLC3+ years Filed as: BLACK & PINCKARD Service code 99 · EIN 26-0079381 P. O. BOX 26384 · BIRMINGHAM, AL 35260 | Other Fees | $8,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,412 | $66,302+48.4% | $110,238-10.7% | $56,287+74.8% |
| Participation rate | 87.8% | 74.9%+12.9pp | 79.8%+8.0pp | 69.9%+18.0pp |
| Annual return | -2.73% | -1.18%-1.6pp | 314.74%-317.5pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,658 | $2,047+29.8% | $3,826-30.5% | $2,111+25.9% |
| Participant deferral / active EE | $5,555 | $3,381+64.3% | $4,672+18.9% | $3,350+65.8% |
| Admin fee / account holder | $88 | $698-87.4% | $8,547-99.0% | $521-83.1% |