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 60 · EIN 04-2647786 | Sub-TA Fees | $58,672 |
CALVETTI FERGUSON1 year Filed as: CALVETTI FERGUSON, P.C. Service code 10 · EIN 13-4255527 | Accounting | $29,206 |
GARY A NAGLER PLLC1 year Filed as: GARY A. NAGLER, PLLC Service code 17 · EIN 76-0622745 | Pension Consulting | $5,340 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,619 | $62,928-67.2% | $172,739-88.1% | $67,579-69.5% |
| Participation rate | 90.4% | 64.5%+25.9pp | 82.6%+7.7pp | 71.3%+19.1pp |
| Annual return | 118.12% | 30.36%+87.8pp | 802.84%-684.7pp | 378.56%-260.4pp |
| Employer contribution / active EE | $1,058 | $1,636-35.4% | $5,143-79.4% | $2,148-50.8% |
| Participant deferral / active EE | $2,450 | $2,145+14.2% | $5,198-52.9% | $3,539-30.8% |
| Admin fee / account holder | $110 | $167-33.9% | $13,954-99.2% | $142-22.6% |