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 55 · EIN 59-2937883 | Other Commissions | $27,550 |
MILLER KAPLAN ARASE LLP4+ years Filed as: MILLER KAPLAN, ARASE Service code 10 · EIN 95-2036255 | Accounting | $5,275 |
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,773 | $58,577+63.5% | $83,333+14.9% | $64,186+49.2% |
| Participation rate | 82.8% | 72.0%+10.7pp | 77.8%+5.0pp | 69.6%+13.2pp |
| Annual return | -6.30% | 9.65%-15.9pp | 10.63%-16.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $13,383 | $4,654+187.6% | $5,565+140.5% | $3,470+285.7% |
| Admin fee / account holder | $40 | $9,275-99.6% | $7,510-99.5% | $4,888-99.2% |