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 LLP6+ years Filed as: HOGAN TAYLOR Service code 10 · EIN 73-1413977 | Accounting | $14,100 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,095 |
Service code 37 · EIN 04-2647786 | Loan Processing | $394 |
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 | $94,409 | $98,750-4.4% | $149,696-36.9% | $79,858+18.2% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.5pp |
| Annual return | 20.39% | 27.43%-7.0pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $4,145 | $3,216+28.9% | $4,644-10.8% | $2,471+67.8% |
| Participant deferral / active EE | $10,523 | $5,680+85.3% | $6,842+53.8% | $3,740+181.4% |
| Admin fee / account holder | $159 | $6,053-97.4% | $9,309-98.3% | $5,306-97.0% |