Filed July 9, 2023
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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.
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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 | $21,752 |
Filed as: SILICON VALLEY ACCOUNTANCY CORPORA Service code 10 · EIN 77-0573994 | Accounting | $7,500 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,622 | $100,923+185.0% | $150,045+91.7% | $74,304+287.1% |
| Participation rate | 95.6% | 70.1%+25.5pp | 82.3%+13.2pp | 60.3%+35.2pp |
| Annual return | 16.56% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $6,454 | $3,463+86.3% | $4,693+37.5% | $2,241+188.0% |
| Participant deferral / active EE | $16,889 | $6,709+151.7% | $7,997+111.2% | $3,767+348.3% |
| Admin fee / account holder | $95 | $2,767-96.6% | $13,435-99.3% | $2,969-96.8% |