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 | $407,362 |
CALLAN LLC1 year Filed as: CALLAN ASSOCIATES INC. Service code 28 · EIN 94-2192581 | Investment Management | $117,777 |
MELTON & MELTON LLP4 years Filed as: MELTON & 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 | $166,935 | $47,456+251.8% | $172,739-3.4% | $77,787+114.6% |
| Participation rate | 94.7% | 66.3%+28.5pp | 82.6%+12.1pp | 73.2%+21.5pp |
| Annual return | 22.92% | 35.57%-12.7pp | 802.84%-779.9pp | 32.57%-9.7pp |
| Employer contribution / active EE | $8,303 | $1,574+427.5% | $5,143+61.4% | $2,504+231.5% |
| Participant deferral / active EE | $6,830 | $2,560+166.8% | $5,198+31.4% | $3,967+72.2% |
| Admin fee / account holder | $125 | $81+54.8% | $13,954-99.1% | $100+25.1% |