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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $60,695 |
Service code 27 · EIN 46-1595115 | Advisory (Plan) | $43,125 |
Service code 16 · EIN 75-2866255 | Consulting | $26,880 |
MCCONNELL VALDES LLC4 years Filed as: MCCONNEL & JONES,LLP Service code 10 · EIN 76-0488832 | Accounting | $17,975 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL Service code 10 · EIN 75-0786316 | Accounting | $7,000 |
Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,774 | $69,763+143.4% | $67,502+151.5% | $74,495+127.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.98% | -40.34%+52.3pp | 3512.12%-3500.1pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $8,623 | $2,704+218.9% | $2,731+215.8% | $2,623+228.7% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $527 | $896-41.2% | $3,998-86.8% | $1,942-72.9% |