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 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $299,544 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $113,033 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $40,500 |
DELSANNE CONSEIL INC1 year Service code 16 | Consulting | $5,107 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,331 | $105,190-50.3% | $98,907-47.1% | $90,288-42.0% |
| Participation rate | 96.5% | 86.4%+10.2pp | 76.0%+20.5pp | 73.4%+23.2pp |
| Annual return | 33.39% | 18.52%+14.9pp | 196.43%-163.0pp | 53.97%-20.6pp |
| Employer contribution / active EE | $1,706 | $3,831-55.5% | $2,689-36.6% | $2,524-32.4% |
| Participant deferral / active EE | $4,609 | $5,616-17.9% | $4,244+8.6% | $4,232+8.9% |
| Admin fee / account holder | $144 | $97+48.0% | $6,642-97.8% | $114+26.3% |