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 year Filed as: HOGANTAYLORLLP Service code 10 · EIN 73-1413977 | Accounting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,444 |
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 | $81,808 | $85,766-4.6% | $136,294-40.0% | $70,131+16.7% |
| Participation rate | 74.3% | 74.2%+0.1pp | 81.9%-7.6pp | 69.5%+4.7pp |
| Annual return | 20.30% | 31.45%-11.2pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $826 | $2,966-72.2% | $4,695-82.4% | $2,342-64.7% |
| Participant deferral / active EE | $6,951 | $5,051+37.6% | $6,247+11.3% | $3,332+108.6% |
| Admin fee / account holder | $119 | $5,420-97.8% | $9,243-98.7% | $4,645-97.4% |