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 |
|---|---|---|
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC Service code 16 · EIN 84-0854432 | Consulting | $17,588 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,684 |
BKD, LLP1 year Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $9,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$17,540 |
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 | $40,549 | $44,794-9.5% | $90,281-55.1% | $77,787-47.9% |
| Participation rate | 79.1% | 66.6%+12.5pp | 73.3%+5.8pp | 73.2%+5.9pp |
| Annual return | 23.56% | 28.23%-4.7pp | 78.10%-54.5pp | 32.57%-9.0pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,854-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,585 | $2,642-2.2% | $3,885-33.5% | $3,967-34.8% |
| Admin fee / account holder | $17 | $94-81.8% | $5,351-99.7% | $100-82.8% |