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 LLP2+ years Filed as: HOGAN TAYLOR Service code 10 · EIN 73-1413977 | Accounting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,223 |
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 | $67,793 | $76,552-11.4% | $123,892-45.3% | $62,891+7.8% |
| Participation rate | 70.1% | 73.0%-2.9pp | 81.4%-11.3pp | 69.3%+0.8pp |
| Annual return | 7.90% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,517 | $2,883-47.4% | $4,617-67.1% | $2,281-33.5% |
| Participant deferral / active EE | $6,189 | $4,840+27.9% | $5,984+3.4% | $3,203+93.2% |
| Admin fee / account holder | $129 | $4,826-97.3% | $8,357-98.5% | $4,296-97.0% |