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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 |
|---|---|---|
ARTY COHN & FEUER LC5+ years Service code 10 · EIN 65-0718930 | Accounting | $21,005 |
SUGARMAN & SUSSKIND PA5+ years Service code 29 · EIN 59-2539792 | Legal | $17,700 |
NANCY FERGUSON2 years Filed as: NANCY JIMENEZ Service code 10 704 SUMMIT COURT · MOUNT DORA, FL 32757 | Accounting | $6,635 |
Service code 99 · EIN 06-1050034 | Other Fees | $560 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,312 | $111,608-89.0% | $177,821-93.1% | $73,409-83.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | -3.34% | 18.23%-21.6pp | 48.32%-51.7pp | 59.29%-62.6pp |
| Employer contribution / active EE | $2,583 | $3,796-31.9% | $5,918-56.4% | $2,234+15.7% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $187 | $166+12.9% | $12,427-98.5% | $158+18.4% |