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 37 · EIN 04-2647786 | Loan Processing | $360,439 |
MELTON & MELTON LLP3+ years Filed as: MELTON AND MELTON Service code 10 · EIN 74-1550819 | Accounting | $12,000 |
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 | $155,911 | $44,989+246.6% | $170,442-8.5% | $77,958+100.0% |
| Participation rate | 92.5% | 64.6%+27.9pp | 83.6%+8.9pp | 71.6%+20.8pp |
| Annual return | 19.34% | 19.61%-0.3pp | 205.93%-186.6pp | 20.87%-1.5pp |
| Employer contribution / active EE | $8,374 | $1,466+471.1% | $5,433+54.1% | $2,310+262.4% |
| Participant deferral / active EE | $6,211 | $2,208+181.3% | $4,939+25.7% | $3,537+75.6% |
| Admin fee / account holder | $108 | $69+56.5% | $13,880-99.2% | $97+10.8% |