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 |
|---|---|---|
HOGANTAYLOR LLP1+ years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $10,891 |
Service code 37 · EIN 04-2647786 | Loan Processing | $538 |
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 | $53,707 | $75,183-28.6% | $123,892-56.7% | $55,167-2.6% |
| Participation rate | 78.4% | 72.8%+5.6pp | 81.4%-3.0pp | 69.0%+9.4pp |
| Annual return | 8.23% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,787 | $2,823-36.7% | $4,617-61.3% | $1,963-9.0% |
| Participant deferral / active EE | $4,644 | $5,084-8.7% | $5,984-22.4% | $3,054+52.0% |
| Admin fee / account holder | $107 | $663-83.9% | $8,357-98.7% | $504-78.8% |