Filed November 28, 2023 (most recent of 3 filings on file)
Total covered: 24 employees
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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.
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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, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $19,893 |
EGPS2 years Service code 10 7734 EXCELSIOR ROAD · BAXTER, MN 56425 | Accounting | $5,081 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,176 | $50,982+120.0% | $154,803-27.5% | $85,563+31.1% |
| Participation rate | 90.0% | 59.8%+30.2pp | 78.1%+11.9pp | 66.0%+24.0pp |
| Annual return | 37.54% | 30.35%+7.2pp | 58.88%-21.3pp | 31.51%+6.0pp |
| Employer contribution / active EE | $2,446 | $1,708+43.2% | $4,305-43.2% | $2,654-7.8% |
| Participant deferral / active EE | $5,587 | $2,474+125.8% | $5,540+0.8% | $4,375+27.7% |
| Admin fee / account holder | $80 | $846-90.6% | $14,329-99.4% | $834-90.4% |