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 |
|---|---|---|
EIDE BAILLY LLP1+ years Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $13,143 |
EMJAY CORPORATION1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,560 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $251,285 | $59,231+324.2% | $90,223+178.5% | $52,331+380.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 79.0%+21.0pp | 68.1%+31.9pp |
| Annual return | -1.89% | 3.53%-5.4pp | 1.31%-3.2pp | 4.54%-6.4pp |
| Employer contribution / active EE | $9,338 | $3,391+175.4% | $4,378+113.3% | $1,882+396.3% |
| Participant deferral / active EE | $10,904 | $4,659+134.0% | $5,792+88.2% | $3,022+260.8% |
| Admin fee / account holder | $59 | $515-88.6% | $7,406-99.2% | $592-90.1% |