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 13 · EIN 06-1050034 | Contract Administrator | $18,630 |
COOK PARKER, PLLC8 years Service code 10 · EIN 26-0516665 | Accounting | $8,765 |
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 | $58,272 | $53,165+9.6% | $86,188-32.4% | $74,419-21.7% |
| Participation rate | 95.8% | 64.9%+30.9pp | 69.0%+26.8pp | 70.7%+25.0pp |
| Annual return | 16.33% | 22.64%-6.3pp | 1168.45%-1152.1pp | 34.38%-18.0pp |
| Employer contribution / active EE | $731 | $1,210-39.6% | $2,380-69.3% | $2,637-72.3% |
| Participant deferral / active EE | $5,105 | $3,234+57.8% | $3,985+28.1% | $4,528+12.7% |
| Admin fee / account holder | $47 | $551-91.5% | $6,852-99.3% | $348-86.5% |