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 LLP5+ years Filed as: HOGAN TAYLOR Service code 10 · EIN 73-1413977 | Accounting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $476 |
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 | $77,776 | $89,652-13.2% | $141,162-44.9% | $65,185+19.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.5%-2.5pp | 70.2%+9.8pp |
| Annual return | 33.41% | 32.79%+0.6pp | 71.39%-38.0pp | 29.38%+4.0pp |
| Employer contribution / active EE | $1,410 | $3,065-54.0% | $4,735-70.2% | $2,177-35.2% |
| Participant deferral / active EE | $7,547 | $5,691+32.6% | $6,709+12.5% | $3,514+114.8% |
| Admin fee / account holder | $83 | $569-85.5% | $10,261-99.2% | $847-90.2% |