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: HOGANTAYLORLLP Service code 10 · EIN 73-1413977 | Accounting | $9,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $288 |
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 | $63,685 | $77,813-18.2% | $123,544-48.5% | $64,186-0.8% |
| Participation rate | 71.3% | 74.7%-3.4pp | 82.3%-11.0pp | 69.6%+1.7pp |
| Annual return | -6.28% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $773 | $3,014-74.3% | $4,628-83.3% | $2,381-67.5% |
| Participant deferral / active EE | $6,148 | $5,240+17.3% | $6,426-4.3% | $3,470+77.2% |
| Admin fee / account holder | $97 | $5,519-98.2% | $9,284-99.0% | $4,888-98.0% |