Filed November 28, 2023 (most recent of 3 filings on file)
Total covered: 24 employees
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 |
|---|---|---|
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $11,232 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $120 |
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 | $109,238 | $46,732+133.8% | $156,549-30.2% | $55,167+98.0% |
| Participation rate | 91.2% | 65.8%+25.4pp | 84.0%+7.2pp | 69.0%+22.2pp |
| Annual return | 8.56% | 17.72%-9.2pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,780 | $2,105-15.4% | $5,501-67.6% | $1,963-9.3% |
| Participant deferral / active EE | $5,341 | $2,204+142.3% | $4,871+9.6% | $3,054+74.9% |
| Admin fee / account holder | $184 | $418-55.9% | $13,027-98.6% | $504-63.4% |