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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.
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 |
|---|---|---|
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 38-1357951 1321 OAKRIDGE DRIVE · FORT COLLINS, CO 80525 | Accounting | $19,500 |
Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $18,875 |
ESOP LAW GROUP1 year Service code 29 FOUR EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Legal | $13,010 |
ABBOTT, STRINGHAM & LYNCH2 years Filed as: ABBOTT,STRINGHAM & LYNCH Service code 34 1530 MERIDIAN AVE · SAN JOSE, CA 95125 | Valuation (appraisals, etc.) | $6,880 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,284 | $101,317-51.4% | $146,958-66.5% | $74,495-33.8% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 19.28% | 8730.91%-8711.6pp | 418.34%-399.1pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $219 | $3,810-94.2% | $4,933-95.6% | $2,623-91.6% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $293 | $1,739-83.1% | $12,998-97.7% | $1,942-84.9% |