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 LLP2+ years Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $13,072 |
EMJAY CORPORATION2+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,092 |
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 | $283,543 | $61,616+360.2% | $105,722+168.2% | $55,167+414.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.9%+21.1pp | 69.0%+31.0pp |
| Annual return | 9.01% | 11.15%-2.1pp | 12.25%-3.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $10,891 | $3,043+258.0% | $4,079+167.0% | $1,963+455.0% |
| Participant deferral / active EE | $12,471 | $4,213+196.0% | $5,326+134.2% | $3,054+308.3% |
| Admin fee / account holder | $58 | $379-84.8% | $8,308-99.3% | $504-88.6% |