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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $16,170 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,370 | $61,272+85.0% | $149,673-24.3% | $71,457+58.7% |
| Participation rate | 79.4% | 62.5%+16.9pp | 78.8%+0.6pp | 67.9%+11.5pp |
| Annual return | 15.77% | 35.85%-20.1pp | 134.42%-118.6pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,184 | $2,378-8.2% | $4,818-54.7% | $2,588-15.6% |
| Participant deferral / active EE | $5,271 | $2,917+80.7% | $5,680-7.2% | $4,289+22.9% |
| Admin fee / account holder | $75 | $1,261-94.1% | $13,210-99.4% | $1,587-95.3% |