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 |
|---|---|---|
TROXELL FINANCIAL2 years Service code 27 · EIN 27-4418309 | Advisory (Plan) | $23,751 |
SIKICH LLP4 years Service code 10 3201 W. WHITE OAKS DR. SUITE 102 · SPRINGFIELD, IL 67204 | Accounting | $3,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,227 | $40,174+2.6% | $84,015-50.9% | $67,579-39.0% |
| Participation rate | 29.3% | 62.7%-33.4pp | 69.0%-39.7pp | 71.3%-42.0pp |
| Annual return | 22.52% | 25.82%-3.3pp | 71.31%-48.8pp | 378.56%-356.0pp |
| Employer contribution / active EE | $312 | $808-61.4% | $1,983-84.3% | $2,148-85.5% |
| Participant deferral / active EE | $1,315 | $2,301-42.8% | $3,239-59.4% | $3,539-62.8% |
| Admin fee / account holder | $195 | $128+52.1% | $6,101-96.8% | $142+37.1% |