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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 |
|---|---|---|
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $52,680 |
HOGANTAYLOR LLP8 years Service code 10 · EIN 73-1413977 | Accounting | $52,110 |
Filed as: FIRST NATIONAL BANK Service code 64 · EIN 71-0058845 | Recordkeeping Fees | $42,415 |
FRIDAY ELDREDGE & CLARK10+ years Service code 29 · EIN 71-0253637 | Legal | $13,876 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,499 | $129,021-2.0% | $184,203-31.3% | $77,643+62.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 11.62% | 33.27%-21.7pp | 28.81%-17.2pp | 31.24%-19.6pp |
| Employer contribution / active EE | $6,299 | $4,413+42.7% | $6,427-2.0% | $2,726+131.1% |
| Participant deferral / active EE | $1,817 | $7,297-75.1% | $9,131-80.1% | $4,647-60.9% |
| Admin fee / account holder | $273 | $254+7.4% | $13,901-98.0% | $430-36.7% |