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 | $334,046 |
EJ CALLAHAN & ASSOCIATES LLC6+ years Filed as: CALLAHAN Service code 28 · EIN 94-2192581 | Investment Management | $120,027 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $23,788 |
MELTON & MELTON LLP6+ years Filed as: MELTON AND MELTON Service code 10 · EIN 74-1550819 | Accounting | $12,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,081 | $56,095+237.1% | $178,490+5.9% | $90,288+109.4% |
| Participation rate | 93.5% | 65.6%+27.9pp | 81.9%+11.6pp | 73.4%+20.1pp |
| Annual return | 19.35% | 28.81%-9.5pp | 151.07%-131.7pp | 53.97%-34.6pp |
| Employer contribution / active EE | $8,346 | $1,572+430.7% | $5,011+66.6% | $2,524+230.6% |
| Participant deferral / active EE | $7,148 | $2,669+167.8% | $5,202+37.4% | $4,232+68.9% |
| Admin fee / account holder | $109 | $101+7.9% | $13,984-99.2% | $114-4.8% |