Filed August 2, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP1 year Filed as: HOGANTAYLOR, LLP Service code 10 · EIN 73-1413977 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $234,187 | $99,957+134.3% | $149,696+56.4% | $73,488+218.7% |
| Participation rate | 96.1% | 75.7%+20.4pp | 82.5%+13.6pp | 70.7%+25.4pp |
| Annual return | 18.50% | 53.87%-35.4pp | 276.60%-258.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,292 | $6,073+36.5% | $6,842+21.2% | $3,740+121.7% |
| Admin fee / account holder | $82 | $551-85.1% | $9,309-99.1% | $513-84.0% |